How to Manage Payment for Purchase Invoices in Fit+club App

The Fit+club mobile app provides flexibility in managing your vendor payments by allowing you to record multiple individual payments against a single Purchase Invoice. This is useful when you pay an invoice in installments or through different payment methods over time.

✂️ Splitting Payments for a Purchase Invoice #

Sometimes, a single Purchase Invoice needs to be settled through multiple transactions. Fit+club allows you to record these individual payments, providing a clear audit trail for your payables.

Feature Overview #

The Split Payment feature for Purchase Invoices enables you to:

• Record multiple partial payments against one Purchase Invoice.
• Specify different payment methods (e.g., Cash, UPI, Card) for each individual payment.
• Track the remaining balance on an invoice after each payment.
• Maintain a detailed history of all payments made towards a specific invoice.

Step-by-Step Instructions: #

1. Log in to your Fit+club account on your mobile device.
2. Navigate to the Purchase Invoice List:
   • From the dashboard, locate the three-dot menu icon at the bottom right corner of the screen.
   • Tap this menu icon, then select “Purchases”.
   • From the expanded “Purchases” menu, tap on “Purchase Invoice”.
   • You will now be on the “Purchase Invoice” list screen, displaying all your existing purchase invoices.
3. Select the Purchase Invoice to Pay:
   • From the “Purchase Invoice” list, tap on the specific invoice for which you want to record a split payment. This will open the detailed “Purchase Invoice” screen.
4. Initiate Adding a Payment:
   • On the detailed “Purchase Invoice” screen, you will see a “Add Payment” button or section.
   • Tap “Add Payment”.
   • This will open a new screen dedicated to recording payments for this invoice.
5. Record the First Individual Payment:
   • Amount: Enter the amount of the first individual payment you are making (e.g., if the invoice is ₹1000 and you’re paying ₹500 now, enter 500).
   • Payment Type: Select the method used for this payment (e.g., Cash, Card, UPI).
   • Reference Number: (Optional) Add any relevant transaction ID or reference for this specific payment.
   • Tap “Save” to record this payment.
6. Record Subsequent Individual Payments (Splitting the Invoice):
   • After saving the first payment, the detailed “Purchase Invoice” screen will update, showing the remaining “Balance Due”.
   • To record another payment towards the same invoice, simply tap “Add Payment” again.
   • Repeat Step 5 for the next individual payment. You can enter another partial amount, select a different payment type if applicable, and add a new reference.
   • Continue this process until the “Balance Due” on the invoice becomes ₹ 0.00 or reaches the desired partial payment state.

Verifying Split Payments (Payment Statement) #

To review all individual payments made against a Purchase Invoice:

1. From the detailed “Purchase Invoice” screen, locate and tap the “View Payment Statement” option.
2. This will display a list of all individual payments recorded against this specific purchase invoice, showing each payment’s date, amount, and type. This allows you to clearly see how the total invoice amount was settled through various transactions.

By utilizing the split payment feature, you maintain accurate and detailed records of all financial transactions with your vendors, improving your cash flow management and reconciliation processes.