Payments

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.

Yes, an invoice dated in the future can be paid early. Go to the 'Future Period Summary' and find the invoice you want to bring forward. Click on the invoice number to show the invoice detail, then click on the clock symbol next to the due date. You will see a pop-up box asking you to confirm you want to change the period the invoice is in. Click OK if you are happy to proceed. Note that the due date for the transaction will not change, but the transaction will now be listed in the ‘Current Period Summary’ and will be included in the next clearance. You can bring multiple transactions forwards in this way.