Payment Mapping from Sales Invoice | Britixo Accounting Software UK.

Britixo automatically maps payments from sales invoices to the correct accounts, saving you time and ensuring accurate reporting. You can also configure special mappings for different payment modes, such as bank transfers or credit card payments.

Automatic Payment Mapping

1. Enable Payment Mapping in Accounting → Settings → Mapping Setup.
   
   

2. Open the Sales → Invoices menu.
   
   

3. Select an invoice and create a payment.
   
   

Once the payment is created, it will automatically be mapped.

• To check, go to Accounting → Transactions → Sales → Payment.
  
  

• The mapped data is also reflected in your reports.
  
  

Payment Mapping with Special Modes

1. Enable Payment Mode Mapping and configure the mapping for your chosen payment method (e.g., bank transfer).
   
   

2. Create a payment from an invoice using that payment method.
   
   

Example:

• If you mapped Bank as a payment mode, payments recorded with that method will be automatically assigned to the mapped accounts.
  
  

Delete a Payment

1. Open the invoice detail page.
   
   

2. Go to the Payments tab.
   
   

3. Click Delete on the payment.
   
   

Once deleted:

• The payment is removed from reports.
  
  

• It no longer affects related accounts.
  
  

Tip: Always double-check payment mappings when setting up new payment methods. This ensures payments flow correctly into your financial records without manual adjustments.