This involves a long-term business partner, and you want the cash flow to be linked to the supplier.\u00a0<\/div><\/div>\n
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- When you make an advance payment to the supplier, record it under payments<\/strong> (Operations -> Payments). It doesn’t matter whether you add it manually<\/a> or save it via bank import<\/a>.<\/li>\n
- The refund<\/strong> received from the supplier should also be added under payments.\u00a0<\/strong>However, it cannot be saved through bank import; you need to add it manually. Select the supplier, the correct bank account (if you have multiple), the refund date, and enter the received amount with a minus<\/strong> sign.<\/li>\n<\/ul>\n
Now you have positive and negative payments that need to be cleared from the ledger.<\/p>\n
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- If you’ve received an invoice from the supplier within the same financial year, you can link both payments to the most recent invoice. If the invoice has already been paid, remove the payment from the invoice. You can do this in the “Payments”<\/strong> section within the invoice view.<\/li>\n<\/ul>\n
![\"\"](\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2024\/10\/01_tarnijale-tehtud-ettemaks-ja-selle-tagastus.png\")
<\/a><\/p>\nOnce the original payment has been removed, you can re-add the payments by selecting Mark<\/strong> as<\/strong> paid<\/strong> from the Actions<\/strong> menu. This allows you to link the added negative (1)<\/strong> and positive (2)<\/strong> payments, along with the correct payment (3)<\/strong>, to the invoice.<\/p>\n
- The refund<\/strong> received from the supplier should also be added under payments.\u00a0<\/strong>However, it cannot be saved through bank import; you need to add it manually. Select the supplier, the correct bank account (if you have multiple), the refund date, and enter the received amount with a minus<\/strong> sign.<\/li>\n<\/ul>\n
![\"\"](\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2024\/10\/02_tarnijale-tehtud-ettemaks-ja-selle-tagastus.png\")
<\/a><\/p>\n