Payment Mapping from Sale Invoice

Audience: Admin
Type: Reference

Reference

For system behavior and rules, see
SmartBooks Documentation – Section 3: SmartBooks Settings

Purpose

Payment Mapping from Sale Invoice defines how payments received against sales invoices are recorded into accounting accounts in SmartBooks.

This mapping ensures that incoming payments are posted to the correct accounts for accurate balances and reporting.

How to Access

1. Go to SmartBooks

2. Click Settings

3. Open Mapping Setup

4. Select Payment Mapping from Sale Invoice

URL format:
https://app.thulo.com/{tenantname}/ps/admin/accounting/setting/mapping-setup

What Payment Mapping from Sale Invoice Does

This mapping connects:

• Payment received from sales invoices

• Accounting accounts used to record those payments

When a payment is recorded against an invoice, SmartBooks applies this mapping automatically.

Configuring Payment Mapping

To configure or update payment mapping:

1. Open Payment Mapping from Sale Invoice

2. Select the Payment Type or Mode

3. Select the Account to record the payment

4. Save the mapping

The mapping applies to future invoice payments.

Updating Payment Mapping

Update this mapping when:

• Payment modes change

• Payment accounts are updated

• Accounting structure is revised

Changes affect future payment records only.

Important Notes

• This mapping applies only to payments linked to sales invoices

• Incorrect mapping can affect cash and bank balances

• Existing payment records are not recalculated automatically

• Invoice creation and payment collection are handled outside SmartBooks

When to Configure This

• During initial SmartBooks setup

• Before recording invoice payments

• When payment-related reports show incorrect balances

Related Articles

• Invoice Mapping

• Create Payment Mode Mapping

• Bank Account

• Mapping Setup

End of Article