Benefits of Using the Payment Request Plugin
Accelerates collection follow-ups with formal billing notes
Tracks request progress across dedicated status tabs
Converts single or multiple requests directly to A/R Payments
Recalculates balances automatically if linked payments change
Protects payment workflows with role-based access rights
How AutoCount Payment Request Plugin Works
A. Access Rights
Administrators control which Payment Request functions each user or user group can use.
1. Open General Maintenance > Access Right Maintenance.
2. Select the user or user group, then expand SL Plug-In > Payment Request.
3. Enable only the required rights: Preview Report, Print Report, Export Report, Create Payment Request, View Payment Request, Edit Payment Request, Delete Payment Request, Void Payment Request, Transfer Payment Request to A/R Payment, and Show License Control.
4. Save the access-right changes.
B. Payment Request Listing
The Payment Request listing is used to create, review and manage customer payment requests.
1. Open A/R > Payment Request.
2. Use All to review all Payment Request records.
3. Use Awaiting/Partially Payment for active requests, Payment Received for completed requests, andVoid for cancelled requests.
4. Select a row and use Edit, View, Delete, Preview, Print or Refresh as required.
Keyboard shortcuts: Insert = New, F2 = Edit, F12 = View, Delete = Delete, F5 = Refresh, F8 = Preview, F7= Print, and Esc = Close.
C. Create Payment Request
Create a Payment Request by selecting a debtor and the outstanding A/R documents that shouldbeincluded in the request.
1. Open A/R > Payment Request and click New.
2. Under Debtor Info, select the Debtor Code. Review the debtor name and address shown by thesystem.
3. Under Document Info, review the Date and document number. Enter Remark 1 to Remark 4 whenneeded.
4. Review the outstanding documents loaded for the selected debtor. The list may show InvoiceandDebit
Note documents with their outstanding amount and due information.
5. Tick the document rows to include in this Payment Request.
6. Click Save. The request is saved with AWAITING PAYMENT status.
D. View and Edit Payment Request
Use View to review a saved request and Edit to change an active request when editing is allowed.
1. Open A/R > Payment Request and select the required record.
2. Click View or press F12 to open the Payment Request in view mode.
4. To change an open request, click Edit or press F2.
5. Update the Date, debtor information, remarks or document selection as allowed by the current request
state, then click Save.
The original Doc No and Debtor Code stay fixed in Edit mode. When an active linked A/RPayment exists,
the outstanding-document grid is read-only.
E. Delete and Void Payment Request
Delete Payment Request
1. Select the Payment Request from the listing.
2. Click Delete or press the Delete key.
3. Confirm the delete message. The record is removed when deletion is allowed and the user has DeletePayment Request access.
Void Payment Request
1. Select the Payment Request and click View.
2. On the Home ribbon, click Void and confirm the message.
3. The request appears under the Void tab and Transfer To A/R payment is no longer available.
F. Preview and Print Payment Request
Preview and Print output the Payment Request report for the selected document.
1. Open A/R > Payment Request and select the required Payment Request.
2. Click Preview or press F8 to open the report preview.
3. Review the report. Export from the report viewer follows the Export Report access right.
4. Click Print or press F7 to send the report to the selected printer.
G. Transfer Payment Request to A/R Payment
Payment Requests with AWAITING PAYMENT or PARTIALLY PAYMENT status can be transferredtoAutoCount A/R Payment.
Transfer One Payment Request
1. Open an AWAITING PAYMENT or PARTIALLY PAYMENT request in View or Edit mode.
2. On the Home ribbon, click Transfer To A/R payment.
3. Review the A/R Payment screen, including payment amount and knock-off details.
4. Save the A/R Payment using the normal AutoCount A/R Payment flow.
Transfer Multiple Payment Requests
1. Open A/R > Payment Request and select the Awaiting/Partially Payment tab.
2. Tick the Payment Requests to process. Use Check All when required.
3. Click Payment Received and confirm the number of selected Payment Requests.
4. Complete the A/R Payment forms opened for the selected requests. The Payment Request statusupdates after the linked payment is saved.
H. Payment Request Status and Tabs
The Payment Request list separates records by payment status so users can follow up open requestsandreview completed or cancelled requests.
• All – shows all Payment Request records.
• Awaiting/Partially Payment – shows active requests with AWAITING PAYMENT or PARTIALLYPAYMENT status.
• Payment Received – shows requests with PAYMENT RECEIVED status.
• Void – shows Payment Requests with the cancelled flag.
• AWAITING PAYMENT – no linked payment amount has been received.
• PARTIALLY PAYMENT – some payment has been received and an amount is still outstanding.
• PAYMENT RECEIVED – the Payment Request is fully paid.
• SOURCE INVOICE CANCELLED – a linked source Invoice was voided and the Payment Request iscancelled.
If a linked A/R Payment is deleted, the plugin recalculates the Payment Request and can reopenit basedon the remaining paid and outstanding amounts.
Frequently Asked Questions
What does the Payment Request Plugin do?
It consolidates outstanding debtor invoices and debit notes into formal payment requests that can be printed as billing notes and converted into A/R payments.
Why should I use the Payment Request Plugin?
It accelerates receivable collections, provides structured tracking across payment stages, and eliminates double-entry when recording official receipts.
How do I create a new payment request?
Open A/R > Payment Request, click New, select the debtor code to load overdue records, tick the specific invoices or debit notes, and click Save.
How are request statuses tracked in the system?
Requests are organized into tabs including All, Awaiting/Partially Payment, Payment Received, and Void to easily distinguish active follow-ups from completed claims.
How do I transfer a payment request to an official A/R Payment?
Open an active request and click Transfer To A/R payment, or select multiple requests from the listing and click Payment Received to generate receipt vouchers.
What happens if a linked A/R Payment or invoice is cancelled?
If a linked payment is deleted, the plugin recalculates balances and reopens the request; if the source invoice is voided, the request updates to Source Invoice Cancelled.
Start Managing Your Payment Requests Today!
This plugin enables us to consolidate overdue customer invoices, generate official billing notes, and track collection progress across structured status tabs. We can efficiently streamline debtor follow-ups, convert payment requests directly into A/R payments, and ensure accurate financial reconciliation through automated balance updates.