The Payment from customer action is used to post the payment directly from the bank transaction to the relevant debtor.
To start processing bank transactions, open the domain and then click on the Bank icon.
In the Bank transactions to be processed workflow, click on > in front of a bank transaction line and the following screen may appear::
Yuki didn't recognise the correct debtor. You have to enter this manually yourself. Click on the Actions button, and then click on Payment form customer. You will now see the following screen:
When entering a relation you have to be extra careful with a debtor. The name and address details of a debtor are only stored locally in Yuki. The advice is therefore not to enter the name of the debtor in this screen, but to use the Search button. Click on this button and you will see the following screen:
You will search for the debtor by name and enter the name 'Peter' in the search field. Then click on the Search button and select the correct debtor 'Peter'. Click on the Save button. You will now see the following screen:
As you can see, only one sales invoice has been submitted while two sales invoices are being paid. After matching the credit with the correct sales invoice, an amount remains to be matched (outstanding debtors).
Click on the Completed button which will show the next transaction in the workflow.