Booking an invoice + down payment + tip

ERPNext
1

I recently got a payment that pays an invoice, contains a down payment and adds a tip on top.

My way to go was to add a new payment.

  1. reference the invoice
  2. unreferenced payments are automatically handled as down payment

I have two questions:
I changed the default receivables account to a trade receivables account, thus down payments are added to the default account. How can I make erpnext to use the trade receivables account for paid invoices and a down payment account for that?

How can I handle tips?

I suppose that I’ll have to manually add journal entries to achieve what I want.
Could someone give me an example how to combine these different kind of payments?

I should add that I didn’t have to deal with double bookkeping yet, so the whole journal entry thing is pretty new to me.
Until now I lived a happy excel live combined with a much more simple invoice management system.
The fun of erpnext comes combined with a bit of bookkeeping pain.

Thanks!

2

Some quick hints:

  • Payment against the invoice
  • Down payment against a sales order, if possible
  • Tip against some income account in the “deductions or loss” table (if you’re the business owner and the tip is for you)
3

Unfortunately, there is no sales order on the other side.

I just tried to create tip account in my testing instance.

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Then I created a journal entry.

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And finally a payment entry

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When I try to save that payment, I get the error that the posting record does not match the account I used for the invoice.
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Do I have to split it into two different payment entries, although it was one bank transfer?

By the way is the journal entry correct for what I want to achieve?