Payments

In your 'Current Period Summary', you will see a Balance Summary under your suppliers. If there is a credit balance carried forward from a previous payment, this will show in the first box on the left in Green.

To go back to the previous page, click on the blue arrow at the top of the page. Clicking on your bookshop name will take you to your 'Current Period Summary'.

When you click on 'Claim' next to an invoice, you will be taken to the claims form. At the top you will see any claims that have already been raised for that invoice with the claim reference number.

You can see these invoices by selecting the 'Future' or 'Future by Month' option from the 'Period Summaries' tab on the yellow menu bar. To find a specific invoice, you can use the 'Advanced Search' option to select a supplier and choose a range of dates.

Yes, you can sort your list of transactions using any heading that is in blue. This enables you to see the lowest to highest value or the highest to lowest value invoice, for example.

Yes, when you click on the invoice or credit note in question you will see at the bottom of the page a box called 'Batch Status History'. Here you will see the date the transaction was changed, the status it was changed to and by whom.