One of the payment methods for a sales order in "Edara" is through a journal entry. This allows you to make a full or partial payment or adjustment for the invoice or sales order while maintaining the link between the sales order and the journal entry for accuracy and easier review.
This feature is handy if you apply an additional discount to the customer on a sales order that has been approved and paid.
In this article, we explain how to use this feature.
Using Journal Entry for Sales Order Payment
Go to the Accounting module.
Open the “Journal Entry” page.
Click on “Proposed SO”.
Choose the Warehouse from the pending sales orders screen.
Note: You can enable the option to search by "Sales Store" instead of "Warehouse" if the sales order was processed through a sales store.
Click “→” to view all pending orders in the warehouse or search for the sales order using the 🔍 icon.
Click “OK”.
Search for the required account to be used as the second party in the journal entry.
Set the required amounts, ensuring the selected account is on the debit side, and the customer is on the credit side.
Click “Save”.
Note: The sales order code will appear in the comments to easily track the transaction sequence in the account statement.
If you encounter any challenges or have any questions during these processes, you can contact our technical support team, which is ready to assist you.