Managing Advance Payments | Fleet Hawks Inc.

Managing Advance Payments

Add Advance Payment

  1. Open the website on the browser using https://app.fleethawks.com.
  2. Login with Username & Password.
  3. Click on the Accounts tab at the top of the bar.
  4. Click on the Settlements/Payments on the left bar.
  5. Click on the Advance Payments under Settlements/Payments.
  6. Click on the Add Advance Payment at the top right of the screen.
  7. Select Advance Payment To for example Driver.
  8. Select Advance Type. For example Payroll/Expense.
  9. In the next field select to whom advance payment is to be done, Like - Driver.
  10. Enter Amount, Select Currency.
  11. Select Payment Mode for example Cheque.
  12. Select Account or add any new from the +icon.
  13.  Enter Cheque Reference, Select Cheque Date.
  14. Select Payment Date.
  15. Users can Preview or download cheque from Cheque Preview.
  16. Click on the Save button at the bottom right.
  17. Advance Payment has been added.
Note- Users Can add Reference# and Notes as per their choice.

Edit Advance Payment

  1. Open the website on the browser using https://app.fleethawks.com.
  2. Login with Username & Password.
  3. Click on the Accounts tab at the top of the bar.
  4. Click on the Settlements/Payments on the left bar.
  5. Click on the Advance Payments under Settlements/Payments.
  6. Click on the 3 dot button in Actions for the Advance Payment you want to edit.
  7. Select the Edit option from the pop-up.
  8. Change the details you want to edit.
  9. After editing select the Update button at the bottom right.
  10. Advance Payment has been edited.

Void Advance Payment

  1. Open the website on the browser using https://app.fleethawks.com.
  2. Login with Username & Password.
  3. Click on the Accounts tab at the top of the bar.
  4. Click on the Settlements/Payments on the left bar.
  5. Click on the Advance Payments under Settlements/Payments.
  6. Click on the 3 dot button in Actions for the Advance Payment you want to void.
  7. Warning Pop Up will come up, select OK.
  8. Advance Payment is Voided.

Note - Voided Advance Payment is still on the List page even after voiding.

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