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PURCHASE PAYMENTS

Supplier Payments

Supplier Payments record payments made towards purchase invoices. A purchase can be paid immediately, partially paid, or left unpaid until a later date.

IsleBooks POS automatically tracks the payment status of every purchase based on the payments recorded.


Purchase Payment Statuses

Each purchase displays one of the following payment statuses:

Paid

The purchase has been paid in full.

Outstanding Balance: 0


Due

No payment has been recorded.

The full purchase amount remains outstanding.


Partial

Part of the purchase has been paid.

The remaining balance is still payable.


Overdue

The purchase has not been paid and has passed its payment due date.


Partial Overdue

The purchase has been partially paid, but the remaining balance is overdue.


Recording a Payment

Supplier payments can be recorded in several ways.

During Purchase Creation

When creating a purchase, you can immediately record the initial payment.

Simply enter:

  • Paid Amount

  • Payment Method

  • Paid From (Cash Register or Account)

If the purchase is not being paid immediately, leave the Paid Amount as 0.


From the Purchases List

To record a payment after the purchase has been created:

  1. Go to Purchases → List Purchase.

  2. Locate the purchase.

  3. Right-click the purchase or open the Actions menu.

  4. Select Pay.

  5. Enter the payment details.

  6. Save the payment.

Note: The Pay option is only available when the purchase has an outstanding balance.


From the Supplier

You can also pay multiple outstanding purchases directly from the supplier account.

  1. Go to People → Suppliers.

  2. Locate the supplier.

  3. Right-click the supplier or open the Actions menu.

  4. Select Pay Due Amount.

  5. Enter the payment information.

  6. Save the payment.

The payment is automatically allocated against the supplier's outstanding purchase balances.

Note: The Pay Due Amount option is only displayed when the supplier has outstanding balances.


Payment Methods

Supplier payments can be recorded using any configured payment method, such as:

  • Cash

  • Card

  • Bank Transfer

  • Cheque

  • Advance

  • Custom payment methods


Viewing Payment History

For each purchase, you can view all recorded payments.

Go to:

Purchases → Purchases

Then select:

Actions → View Payments

The payment history displays:

  • Payment Date

  • Amount

  • Payment Method

  • Paid From

  • User

  • Reference (if applicable)


Best Practices

  • Record supplier payments as soon as they are made.

  • Use partial payments when settling purchases over multiple installments.

  • Monitor Overdue purchases regularly to avoid missed supplier payments.

  • Record payments through IsleBooks POS instead of manually adjusting supplier balances to maintain a complete audit trail.

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