Purchase payments

Who can use this: Role with bulk purchase payment
Where to find it: Bulk Payments Module → Purchase Payments
Breadcrumb: Bulk payments → Add Purchase Payments

What is this?

Pay a supplier against unpaid purchase bills and / or opening balance in one batch.
Allocation is manual / select-bill (you choose which purchases). Return credits can use Auto FIFO in the UI to fill oldest purchases first.

Before you start

• Bulk Payments module = On
• Role has bulk purchase payment
• Supplier has unpaid purchases and / or opening balance (or return / advance credit)

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Workflow (4 steps)

1 Supplier → 2 Payment → 3 Allocate → 4 Confirm

1) Select supplier

1. Open Purchase Payments.
2. Choose Supplier.
3. Check:

Label	Meaning
Opening Balance	Supplier opening still unpaid
Purchase unpaid (bills)	Open purchase dues
Account due (ledger)	Ledger owed amount
Purchase due (bills)	Highlighted bill total to settle

2) Payment options

Click Payment options:

Option	Settles
Purchase Bills	Purchase invoices only (default)
Opening Balance	Opening only
Both	Opening first, then purchase bills

3) Amount paid & method

Field	Notes
Amount Paid	What you are paying the supplier now
Payment Method	Cash, Credit Card, Cheque, Bank Transfer, Multiple Methods
Payment date	Shop date

4) Return credit (optional)

1. Open Returns.
2. Select return(s).
3. Use credit → Apply to purchase / Apply to Purchases.
4. Change Allocation to pick purchases — or use UI Auto FIFO (oldest purchase first) for the credit.

5) Advance credit (optional)

1. If Advance Credit is available, tick use-for-this-payment.
2. Select Bills and allocate manually (same idea as sales).

6) Allocate & submit

1. Open outstanding bills allocation.
2. Add payment method as needed.
3. Split amounts across opening / purchases / leftover advance.
4. Sticky bar uses Paid: (not “Collected”).
5. Press Submit Payment.

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Multi methods

Same pattern as sales: one batch can mix cash + cheque + bank.
Shared purchase reference shape: BLK-P#### (opening-focused batches may use BLK-POB####).

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What you will see

• Purchase payment status → Paid / Partial
• Opening balance reduced when included
• Excess paid can sit as supplier advance
• Batch listed in Manage Bulk Payments
• Account ledger for the supplier updates

Field guide

Field	Required?	What to enter
Supplier	Yes	Who you are paying
Payment options	When needed	Bills / Opening / Both
Amount Paid	Usually yes	Money going out
Payment Method	Yes	Cash / card / cheque / bank / multiple
Bill allocation	Yes	Which purchases get how much

Tips

• Use Both when the supplier’s statement includes opening + new bills.
• Return credit Auto FIFO speeds allocation; override with Change Allocation when the supplier names a bill.
• Match the supplier statement to Account ledger after posting.

Common problems

Problem	Solution
Menu missing	Enable Bulk Payments module
Cannot open	Need bulk purchase payment permission
Amount too high	Cannot allocate more than remaining bill due
Cheque validation	Complete cheque fields

Related pages

• Bulk payments overview
• Sales payments
• Manage bulk payments
• Bulk payments FAQ
• Purchases FAQ