Down payment fields in a financial entry layout

In order to be able to link a sales order with down payment to the down payment made in Profit Financial, you need to add a number of fields to the financial entry layout.

You add the following fields to the entry layout for the bank journal or for process bank statements Bank statement (Profit):

• Sales order number
• and any Down payment amount, Received amount, Amount spent (of the amount paid down on the delivered articles)

To change the financial entry layout for reminders:

1. Add the fields for the processing of bank statements to your own entry layout, a copy of Bank statement (Profit).
2. Set the entry layout as the default for the journalising:
   1. Go to: Financial / Ledger / Journal.
   2. Select Bank.
   3. Go to the tab: Layout.
   4. Select the (new) entry layout for the Processing bank statement field.
3. Save the changes.

See also:

• Set down payment as the order processing method at a high level (Log)
• Change the sales entry layout for down payment (Log)
• Set up the down payment reconciliation sales journal (Fin)