- [Instructor] The last of the invoices is Sarah's,
she's having cashflow problems as we mentioned earlier.
So she'll be using an installment plan,
which we set up in her business partner,
and it's worked its way down to now.
Usually you want to set up the payment terms
when you set up the business partner
or in the sales order, though,
in some circumstances you can change it later.
So let's go find that invoice.
I'm going to go to open items here
and we're going to go to the doc number again,
and I'll sort these so that ours is on top.
And you'll notice what the system did.
There are three invoices,
one for each point in the payment plan.
And let's go back and look at that payment plan.
I'm going to start hear in the customer code.
So I'll do a arrow.
And if we go to payment terms
here it is the payment terms,
the three pay net, 45 10% discount.
I'll put the arrow on that.
And it says that we get three installments,
total 45 days and we allocated all that.
And if you remember correctly.
And I can actually put the arrow here
to actually see that allocation
of how I allocated the money.
All right.
So I'm going to cancel all that go back.
So let's go ahead and close up this business partner,
and I'm going to go to the first of these invoices.
You'll notice they're all 1048$
and it gives you by installment number here,
and I'm just going to do the installment one.
And I go into that.
Let's just take a look real quick
before we get started here,
I'm going to do a right click and go to relationship map.
So we see this whole thing as it's happened.
I'm going to scoot this out a little
so we can see everything.
So it started in business partners,
where we had a payment plan
that got put into the sales quotation,
and then transfer to the sales order
and then to delivery and then created all those
invoices that we have.
So that's what's going on here.
To pay this, We're going to just pay it each piece at a time.
And so we have a total balance due of 8,303$.
But as we can see here,
the open document shows a 2,767.72$ payment
that we need to make here.
So I've got this AR invoice,
and so I'm going to click on the AR invoice again,
and let's see how this is all going to work out.
Let's expand it out
and I'll start by pushing the payment means button again.
And so here's the overall amount.
I'm going to scoot this over a little so you can see this
underneath it is those three installment payments.
And probably the better way to do is this way.
So you can see the number.
So I only really need to pay this 2,767$ right now. Okay?
So in here, I'll put this amount,
which is this amount here and I'm going to click OK.
And I'm going to apply it to this document only.
So I'm going to unclick the other two.
So the only balance I have is this one right now.
So my total amount due is this,
the open balance for this period is going to be zero now.
If I had left this on,
it would have been to a bigger amount. Okay?
But I'm only going to apply it to this one right now. Okay?
And that will add it as the first of our incoming payments.
Now, because I messed around,
I've got this little extra measure.
And so I'm going to get rid of that.
Let me just make sure that payment took right.
And you see that this is all messed up now.
So I'm going to go ahead and get rid of these
and make sure that I have this figured out. Right?
And the problem here is this bank charge.
So I'm going to zero that out. Hit OK.
Just to make sure that it disappeared.
All right. And now that we got rid of that bank charge
because of what we were messing around,
it's looking good.
We have the overall amount balance too is zero,
bank charge has been relieved.
And so we're paying the correct amount.
So I'll hit OK.
And now I can hit Add,
and it's saying on common ground
to close this and I'm going to say, go ahead,
I'll close it for this one.
And that closes the first payment.
So I'm going to go close this up
and I'm going to close the AR invoice.
And if I refresh the open items list
and let's bring those up.
Now we only have two payments left.
So that's what you would be doing
in a case where you have installment payments.
They will actually show up as individual invoices
all with the same document number.
So you'll see, for example,
1048$ and the installment number in this column,
in the open items list.
And that would be how you'd handle payments
if you had installment payments.