Creating and managing payments

Create, adjust, and process payment suggestions in Continia Banking.

Creating and reviewing payment suggestions

• Advanced payment suggestions provide payment-level control. They support partial payments, discounts, templates, and detailed review from the Payment Suggestions page.
• Suggesting and processing payments explains how to create payment suggestions in payment journals. It covers discounts, payment methods, and processing modes.

Managing payment allocation and payment data

• Splitting payment suggestions across bank accounts explains how payment distribution allocates payments across multiple bank accounts based on available balances.
• Editing dimensions on payments in advanced mode explains how to modify dimensions on manually created payments and payment suggestions.

Processing customer and employee payments

• Reimbursing customers and paying credit memos explains how to create payment suggestions for refunds and credit memos when customer balances are negative.
• Managing employee payments explains how employee payment methods affect processing and how to create payment suggestions for employees.

Consolidating payments

• Summarizing payments explains how to combine eligible ledger entries into one payment and configure summarization.