Pay an Invoice Line Item Segment

If you received less than the total number of copies of a line item on an invoice, you can pay for just the portion you received by paying the line item segment. To pay for an invoice line item segment:

  1. Open the Invoice Line Item workform.

    2. Tip:
    Select the segment and click  on the items list toolbar.

  2. Right-click the segment and select Pay.

    3. The Segment Payment/Credit dialog box appears.

  3. If the quantity you are paying for is less than the total quantity ordered, type the quantity in the Enter the quantity to pay box.

    4. Tip:
    You can use the Acquisitions parameter Default payment option when paying/ crediting invoices to specify whether Check or Voucher is selected by default when staff members prepay, pay or credit an invoice.

  4. Click OK.

    5. The Check/Voucher dialog box appears. The selection in the Check/Voucher dialog box is determined by the setting in the Default payment option when paying/crediting invoices parameter in Polaris Administration. See Set the default payment option to check or voucher.

    Note:
    If the linked supplier uses a currency other than your base currency, the currency code appears next to Amount; for example, Amount (CAD) if your base currency is US Dollars, and the supplier’s currency is in Canadian dollars. If you need to change the exchange rate, click Cancel and select Utilities, Update Currency Exchange Rate. You must have the Polaris Acquisitions permission Adjust currency exchange rate: Allow. See Update the currency exchange rate for a foreign currency.

  5. Type the voucher or check number in the Number box.
  6. To enter a different pay date, type or select a date in the Date box.
  7. Click OK.

    8. The total segment is paid if you paid the total quantity. If you paid an amount less than the total quantity, the segment is split, and the unpaid portion appears in a separate segment in the line.