Create payments and collections in B2Brouter

B2Bouter allows you to manage the collections and payments of the invoices issued or received in your account.

To manage the collections or payments, go to the Banks section that you find in the top main menu:

Then, a submenu is activated on the left side, where you have to select the Collections or Payments option, depending on whether you want to assign a collection to an outgoing invoice or a payment to an incoming invoice. The procedure is the same in both cases:

• Select the Add Collection or Add Payment option (depending on the space you are in).
• In Date: select the date of the invoice to which you want to assign the collection or payment.
• In Customer or Supplier: select the customer or supplier of the invoice to which you want to assign the collection or payment.
• In Invoice: select the invoice to which you want to assign the collection or payment.
• In Amount collected or Amount paid: indicate the amount you have collected or paid. This can be total or partial.

Finally, use the Save option to generate the collection or payment. If you have allocated the total amount of the invoice, the system marks the invoice as closed and considers it as paid or collected.

Create a collection or payment from the invoice

You can also create a collection or payment directly from the invoice. To do this, access the Invoices or Expenses section through the main menu at the top. Then, a submenu is activated on the left side, where you have to select the option Invoices issued or Invoices received:

• Open the invoice by clicking on the number.
• Use the More options option at the top of the invoice.
• Select Collection or Payment, depending on whether it is an invoice issued or received.

Finally, follow the first steps above.