> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://nested.crisp.help/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # Advance Payment (PA) # Why do I need a pay deposit (PA)? * Used in the case of deposit payment before receiving goods/services by referring to PO * As a proof of deposit payment before receiving the goods/services * Plan cash flow for the cost --- # Action permissions # Create Payment Deposit (PA) 1. Select the menu __Order__ and __Buy__. 2. Press tab __4. Checkout__ 3. Press the action button ' **...** ', select __Create a payment deposit (PA)__. 4. Fill in the details completely. 5. Press __Save__. --- # Modify the payment deposit (PA) 1. Select the menu __Order__ and __Buy__. 2. Press tab __4. Checkout__ 3. Select the payment deposit (PA) that you want to amend. 4. Press the action button ' **...** ', select __edit__. 5. Edit the information as needed. 6. Press __Save__. --- # Edit the accounting, pay deposit (PA) 1. Select the menu __Order__ and __Buy__. 2. Press tab __4. Checkout__ 3. Select the Paying Deposit (PA) that you want to edit the accounting. 4. Press the action button ' **...** ', select __edit__. 5. Edit the information as needed. 5. Press __Save__. | 💡 Nested Tip: In case the period has been locked Account period must be unlocked before the document can be edited. | 💡 Nested Tip: In case the document is locked in Bank reconciliation report have to go unlock before the document can be edited. __except __ in case of needing to amend the accounting Can be modified by setting permissions to be able to edit accounting entries. --- # Cancel the payment deposit (PA) 1. Select the menu __Order__ and __Buy__. 2. Press tab __4. Checkout__ 3. Select the payment deposit (PA) that you want to cancel. 4. Press the action button ' **...** ', select __edit__. 5. Press __ to the right of the save button__, select __Cancel__. | 💡 Nested Tip: In case the period has been locked The account period must be unlocked before the document can be cancelled. | 💡 Nested Tip: In case the document is locked in Bank reconciliation report have to go unlock before the document can be cancelled. --- # Print the payment deposit (PA) 1. Select the menu __Order__ and __Buy__. 2. Press tab __4. Checkout__ 3. Select the payment deposit (PA) that you want to print. 4. Press the action button ' **...** ', select __type__. --- # Details in the document ## ${color}[#e45765](Header) * ${color}[#1c5da9](Document date) defaults to today User can change * ${color}[#1c5da9](Company/Branch) select the company and branch to issue the document. * ${color}[#1c5da9](Reference) specify the purchase order (PO) number for which the deposit is to be paid. The information will be automatically displayed according to the reference document (if applicable). || In case the PO number cannot be found, it can be caused by many cases such as the PO has not been approved / PO has not selected "Split Payment with Deposit" / System user has no right to see the PO of the party. such * ${color}[#1c5da9](Partner) Partner Name * ${color}[#1c5da9](Description) specify job description. to make it easier to come back to find documents in the future | 💡 Nested Tip: Can add [department/department](/en/article/company-department-gra1my/) if needed. ||| ❗ in the case of personal identification But Mr. A, who was designated to see only the marketing documents. Documents owned by HR will not be visible, if desired, can [set visibility](/en/article/data-permission-1v9kt8x/) * ${color}[#1c5da9](Contact Name - Employee) enter a contact name (employee) to let the partner know who to contact. * ${color}[#1c5da9](Urgent) select when the document requires urgent payment. Provide urgent reasons and payment schedule * ${color}[#1c5da9](VAT included) VAT included will show automatically From a Purchase Order (PO) * ${color}[#1c5da9](Paid installment) split payment will be displayed automatically. From a Purchase Order (PO) ## ${color}[#e45765](Document Grid) * ${color}[#1c5da9](Item) item will be displayed automatically. From a Purchase Order (PO) cannot be edited. * ${color}[#1c5da9](CC) Cost Center will auto show From a Purchase Order (PO) * ${color}[#1c5da9](Delivery) deadline for delivery of goods/services By specifying a date that is close to the truth, it helps the system plan money accurately. * ${color}[#1c5da9](Quantity) specifies the quantity/quantity of the goods/services receipt. * ${color}[#1c5da9](Unit) unit will be displayed automatically. From a Purchase Order (PO) * ${color}[#1c5da9](Price) the unit price of the item. will show automatically From a Purchase Order (PO) * ${color}[#1c5da9](Discount) specify the discount price of the item (if any). Can be entered as a discount, a number or a %, for example, in the case of a product priced at 100 baht, when entering 10%,20%,30%, it becomes 50.40 baht. * ${color}[#1c5da9](GL) Chart of Accounts in case the product/service code is specified. Chart of Accounts will be automatically displayed from those associated with the Product Code. Edit the chart of accounts of the product code. * ${color}[#1c5da9](VAT) VAT rate It will show the reference from the purchase order (PO). * ${color}[#1c5da9](WHT) The ✓ character will be displayed automatically. From the purchase order (PO), check ✓ if withholding tax is withheld. * ${color}[#1c5da9](Ret.) The ✓ symbol will be displayed automatically. From the purchase order (PO), mark ✓ if the retention is deducted. * ${color}[#1c5da9](Property) The ✓ symbol will be displayed automatically. From the Purchase Order (PO) check ✓ if it is an asset purchase. ## ${color}[#e45765](Payment schedule) * ${color}[#1c5da9](Payment) breakdown Details will show automatically From a Purchase Order (PO) * ${color}[#1c5da9](Payment date) payment due will show automatically From a Purchase Order (PO) * ${color}[#1c5da9](%) The percentage of the payment on that balance. * ${color}[#1c5da9](Balance) payment amount || Details will show only the right items. Tick ​​✓ __deposit__ only || Select only the line for which you want to pay the deposit. Which line is not due yet? Users can right click and delete items. ## ${color}[#e45765](Withholding tax table) * ${color}[#1c5da9](Type) select withholding type * ${color}[#1c5da9](Description) specify a description. * ${color}[#1c5da9](Service Value) specify the service value before VAT. * ${color}[#1c5da9](Rate) specify the rate according to the Revenue Department standard. * ${color}[#1c5da9](WHT) value of withholding tax * ${color}[#1c5da9](PND) select type of income tax * ${color}[#1c5da9](Tax payer) select tax payer | 💡 Nested Tip: This table is shown if ✓ is marked in the WHT column. ## ${color}[#e45765](VAT table) * ${color}[#1c5da9](Partner) name of tax invoice company * ${color}[#1c5da9](Tax invoice number) refer to the tax invoice number received. In the case of re-entering the same partner's tax invoice number The system will not save. * ${color}[#1c5da9](Invoice date) date based on the received tax invoice. * ${color}[#1c5da9](Tax filing month) expected month of filing input tax. * ${color}[#1c5da9](Tax value) the value of the goods/services used in the tax calculation. * ${color}[#1c5da9](Rate) VAT rate * ${color}[#1c5da9](VAT) VAT value * ${color}[#1c5da9](Note) | 💡 Nested Tip: This table is shown if ✓ is marked in the VAT column. ## ${color}[#e45765](Work guarantee table) * ${color}[#1c5da9](Warranty information) specify details * ${color}[#1c5da9](Duration) indicates the warranty period. * ${color}[#1c5da9](Unit) select day, week, month or year. * ${color}[#1c5da9](Since) specify the insurance start date. * ${color}[#1c5da9](Retention Amount) will be automatically calculated as a pre-VAT x % reference as specified in the partner. * ${color}[#1c5da9](Work Assurance Due) repayment Date Insurance amount | 💡 Nested Tip: This table will be shown if ✓ is checked in the Ret column. In case this column is not found, go to Edit Partner Service Assurance = Yes. ## ${color}[#e45765](Payment Table) * ${color}[#1c5da9](Statement date) The date the payment is written off from the bank account. * ${color}[#1c5da9](Pay by) bank account number * ${color}[#1c5da9](Check number) specify check number In the case of payment by check * ${color}[#1c5da9](Check balance) amount on check * ${color}[#1c5da9](Balance) check Balance * ${color}[#1c5da9](Check date) date on check * ${color}[#1c5da9](Note) * ${color}[#1c5da9](Bank Fee) State Bank Fee (if applicable) * ${color}[#1c5da9](Total) bank account payment ## ${color}[#e45765](GL Accounting Table) * ${color}[#1c5da9](Account code) chart of accounts bound to product code. and selected partners * ${color}[#1c5da9](Debit) debit balance * ${color}[#1c5da9](Credit) Credit side balance * ${color}[#1c5da9](CC) Cost Center * ${color}[#1c5da9](Note) ## ${color}[#e45765](End of document) * ${color}[#1c5da9](Note [Partner]) description or additional information you would like to provide to the partner. It will appear on the printed document. * ${color}[#1c5da9](Internal note) description or additional information * ${color}[#1c5da9](Attachment) attach relevant important documents such as Payment Advice from Bank and Partner Receipt. --- # Link ## ${color}[#e45765](Document in this step will be linked to) * Dashboard : Cash Flow * Trial Balance * Pay journal * Input tax report * Withholding report * Statement of proof of deposit