This feature is only available to Plus organizations since the ability to apply payments is only available to Plus subscriptions.


STEP 1: After creating your sales transaction in Plus, you may now proceed to add your Creating Creditable Certificates (2306 and 2307)

Note: Customer details in your Creditable Certificate and Sales Transaction should be the same.

STEP 2: Go to your Sales Transaction and begin adding payments by clicking the Sales Options button. Then click Add Collection (+) and select either Without Withholding or Withholding.

In this example, we chose the With Withholding option.

STEP 3: Apply payment specifics such as the Payment Date, Reference, Account, and Payment Applied. You can make a partial or full payment, then click the Add Payment button to the lower right.

STEP 4: Click on the pink text that says Apply 2307 and a pop-up modal will appear.

Details from your 2306 / 2307 Creditable Certificate will be automatically picked up in the Sales Transaction if they are under the same Customer Name. Simply check the box next to the appropriate Creditable Certificate.

Take note of the two pink texts below, which show the Payment made and the Input Tax Applied.

If you go to the 2307 Certificate tab, you will also see the Remaining and Applied payment amounts.

Did this answer your question?