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Thank you for using the English version of the JTL-Guide!
We are currently still building up the English documentation; not all sections have been translated yet. Please note that there may still be German screenshots or links to German pages even on pages that have already been translated. This guide mostly addresses English speaking users in Germany.

Note: On 1 September 2024, JTL introduced new editions that bundle most of the previous individual services into different packages. In order for you to continue working as smoothly as possible, existing customers were automatically switched to the package configuration that best matched their existing contract. The individual packages differ in terms of limitations and/or range of functions. Therefore, some of the features described in the JTL-Guide may not be available to you as part of your booked JTL edition. You can change your package configuration in your JTL customer account. Find out more about the new editions and packages here. Check our FAQ for frequently asked questions about the product editions.

Contents

Marking sales orders as paid

Your task/initial situation

You have created a sales order that has not yet been paid. After you have created it, the customer will pay the sales order. In JTL-Wawi, you now want to mark the sales order as paid.

Requirements/Restrictions

You must have created a sales order in JTL-Wawi. Read more on the topic here.

Listing unpaid sales orders

Click on the Sales icon to go to the sales management in JTL-Wawi.
Select the category Sales orders > Unpaid.

You will now see all sales orders that have not yet been paid in full.

Setting payments for individual sales orders

Select a sales order for which you want to set a payment and click Payment in the toolbar. The Setting payments dialogue box opens.
In the Set payment area, select whether you want to set the payment for the Sales order or the Invoice.
The Payment method is taken from the sales order. However, you can change it via the drop-down menu.

Optional: Specify Transaction ID and Standard accounting plan and/or add a Comment. Activate the Down payment check box if it is a down payment.

Click Divide payment to divide the payment between all outstanding invoices, taking into account cash discount and dunning fees. Click Add payment to post the payment to the selected transaction without taking into account any cash discount and dunning fees.

Note: As long as open invoices exist payments should be divided between them. This prevents dunning letters being sent to customers who have already made sufficient payments.

Click Redeem voucher if your customer paid for the sales order with a voucher. Read more on the topic here.
Close the dialogue box with Save.

If you set the full amount as payment, the sales order is moved to the Sales orders > Paid category.

Setting payments for multiple sales orders

You can also mark multiple sales orders as paid at the same time. However, in this case, you cannot add a transaction ID or a note. You also do not have the option to mark the payment as a down payment.

Select the sales orders that you want to mark as paid.
Click Payment in the toolbar. The Setting payments dialogue box opens.
In the drop-down menu, select the Payment method and, if required, a Date.

Confirm receipt of payment now via email: Activate this check box to automatically send the customer an email with the payment confirmation.

Create invoice: Activate this check box to create an invoice if one does not already exist.

Close the dialogue box with Save.

The sales orders have now been moved to the Sales orders > Paid category.