Payments with Orders

Payments with Orders

Payments made with order can be recorded with the Sales Order and Sales Invoice on Sage, which will subsequently post a Sales Receipt to the specified bank nominal when you Update Ledgers.

Payments methods are specified in Woosage Control Centre under Configuration>Payment Methods (see Payment Method Mapping) and this provides a means of setting the method and associated nominal.

Currently, if an order contains a payment that has been made with a method defined in the configuration then it is recorded as Allocate to Invoice (SR).

The sales receipt (SR) is posted with T9 tax code, which is normal when using Standard VAT, and this is the non-VATable tax code. If you’re using the Standard VAT scheme, the VAT is accounted for at the stage of invoicing and crediting, rather than at payment and receipt. In this instance, as the VAT has already been calculated on the sales invoice (SI) with a T1 tax code, the SR correctly uses T9 to ensure the VAT is not calculated again.

 


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