Symbient Opta User Documentation
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How to Receive Payments

Prerequisites: None Alternatives: Create Payments from Invoices
See Also: Create Invoices
Add Items
Create Deposits from Payments
Create Payment PDFs
Search Payments

Receive Payment is a way to capture any payments a customer has made against an Invoice. It may be a payment in full or a partial payment.

In Symbient Opta, doing a Receive Payment just indicates that a payment has been made by the customer for 1 or more items on an Invoice. It does not mean the money has been deposited into an account as that is done by doing a Deposit.

You will also be able to set the Income Account (Chart of Accounts) which will get the credit for the sale and will be used to show Profit/Loss information.

An Invoice is not required in order to be able to Receive Payment in Symbient Opta.

  1. Log into Symbient Opta and click on the menu options: Accounting > Accounts Receivable > Receive Payments.

    You will now see a list of any existing Payments along with the Add button.

  2. Click the Add button to create a new Payment.
  3. When the Receive Payment from Customer screen opens, fill in all the required information along with options information and click Save.

    * Items are pre populated when Payment is Created from Invoice (See Also: Capture a Payment from an Invoice).

    1. Required Fields
      1. Company - This is your company and is auto populated by default.
      2. Customer - * This is the person or company you are selling products or services.
      3. Payment Number - This is a system generated number that uniquely identifies this payment. This can be changed to a customer or company preferred number, but only at creation.
      4. Accounts Receivable Account
      5. Income Account - This is the Income Account that will receive the credit for the payment.
      6. Date - This is the date the Payment is created.
      7. Details - This is a free form entry field that allows you to capture any information relevant to this Payment.
      8. Payment Method - What form of payment is used.
    2. Optional Fields
      1. Billing Address - If the billing address is different then the Customer's address entered in the CRM, you can enter a new address for the Customer. It will only be saved with this Payment.
    3. Protected/Read Only Fields
      1. Amount - This is the total of all products and services entered on the Items tab.
    4. Special Fields
      1. Invoices - * This is list of Unpaid Invoices for the Customer
        • Check with Invoice(s) this payment is for.
  4. Once you have successfully saved your Payment, you are now ready to add Items to your Payment.
  5. Once you have successfully saved your Payment, you can add Notes and Attachments.
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