Purchase Payment Mapping

Audience: Admin
Type: Reference

Reference

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

Purpose

Purchase Payment Mapping defines how payments made against purchase invoices are recorded into accounting accounts in SmartBooks.

This mapping ensures outgoing payments are posted to the correct accounts and reflected accurately in balances and reports.

How to Access

1. Go to SmartBooks

2. Click Settings

3. Open Mapping Setup

4. Select Purchase Payment Mapping

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

What Purchase Payment Mapping Does

This mapping connects:

• Purchase invoice payments

• Accounting accounts used to record those payments

When a payment is made against a purchase invoice, SmartBooks uses this mapping automatically.

Configuring Purchase Payment Mapping

To configure or update purchase payment mapping:

1. Open Purchase Payment Mapping

2. Select the Payment Mode

3. Select the Account to record the payment

4. Save the mapping

The mapping applies to future purchase payments.

Updating Purchase 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

• Purchase payment mapping applies only to payments linked to purchase invoices

• Incorrect mapping can affect bank, cash, or liability balances

• Existing payment records are not recalculated automatically

When to Configure This

• During initial SmartBooks setup

• Before recording purchase payments

• When purchase payment reports show incorrect balances

Related Articles

• Purchase Invoice Mapping (Part 1)

• Create Payment Mode Mapping

• Bank Account

• Mapping Setup

End of Article