Suprata Support - Accounting

Introduction to Accounting

The Accounting section in Suprata provides essential tools to manage financial transactions and maintain accurate records. From processing payments to managing refunds and tracking outstanding balances, this section centralizes key features to streamline your financial workflows. With tools like the All Payments Report and detailed customer account management, Suprata makes it easier to stay on top of every transaction and ensure transparency in your operations.By integrating payment processing, refund handling, and overdue payment tracking, the Accounting section simplifies complex financial tasks. Whether updating payment methods, issuing refunds, or monitoring balances, these features are designed to enhance efficiency and support informed decision-making for your business.

All Payments Report

The All Payments Report allows you to view and manage payment records across customer accounts and invoices. It provides a detailed table of all transactions, including amounts, payment methods, and balances applied. This report is essential for tracking payments, resolving discrepancies, and ensuring accurate financial reporting. Prerequisites: Authorised Users. Instructions From the main Dashboard, click the Reporting tab.

Processing Payments

Please see the following link for full instructions Closing Invoices (Processing Payments) (Link) (Coming soon)

Managing Payment Methods

Managing payment methods in Suprata is straightforward and can be done in various areas, depending on your workflow. Whether you're handling payments directly on an invoice, managing saved payment methods on a customer account, or working with subscriptions, this guide provides the steps to ensure seamless management of payment methods. This flexibility allows for efficient payment processing and the ability to update or save preferred payment options. Prerequisites: Authorised Users. Instructions Payments can be managed in a few areas of Suprata, see below for the instructions for each:

Refunds

Refunds in Suprata allow you to efficiently manage payment adjustments for invoices, whether due to incorrect billing, dissatisfied customers or other reasons. By following the outlined steps, you can ensure accurate transaction records while maintaining updated margins and financial data. Properly managing refunds contributes to streamlined accounting and clear communication with customers. Prerequisites: Authorised Users. Instructions Locate the Invoice you wish to refund.

Viewing Outstanding Payments

Viewing outstanding payments ensures you stay on top of overdue accounts and maintain cash flow. Suprata offers two straightforward methods for checking overdue payments at a glance: through the Past Due metric on the Dashboard or via the Statement of Accounts in the Reporting section. Both approaches allow you to quickly access and review details of overdue payments for effective follow-up and account management. Prerequisites: Authorised Users. Instructions There are 2 main methods for viewing outstanding

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