I can create a supplier payable for advance

This tutorial provides a step-by-step guide on generating a supplier payable for advance in Jules.

Start on the purchase page:

Step 1: Navigate to a purchase.



Step 2: Click on the generate a supplier payable dollar icon.



Proceed to the settings page:

Step 1: Select a template type, navigate through display settings, and set up general settings.

Step 2: Populate all the details and click on save.



Step 3: Scroll down to the advanced payment option. It's prefilled from the purchase form.



Step 4: Adjust the advanced payment manually if needed. Change it from a percentage to an actual number if necessary. In this case, keep the advanced payment as a percentage.



Step 5: Note that the balance to pay and advance amount to pay will adjust automatically based on the advance payment applied.



Step 6: After populating all the details, assign a due date.



Step 7: Remember, the date is a mandatory field. Click on save.



Step 8: Choose to save the payable as a draft, save and preview it, or save and download it. In this case, save it as a draft.



Step 9: The payable is now saved as a draft.

Check the payable on the payables page:

Step 1: Navigate to the payables page to confirm the saved payable.



Step 2: Navigate to the payables tab. The payable appears in a pro forma status.



Step 3: Edit the payable, send it as an email, upload a document for it, or delete it as needed.



Step 4: Select the payable to mark all as paid, add a payment, approve it, reject it, or send an email.



This concludes the tutorial on creating a supplier payable for advance in Jules.

Updated on: 08/10/2024