Applying Payments to Unposted Invoices and Counter Sales
To apply a payment:
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To make a payment to a repair order before saving it as an invoice, use the Take Deposit button.
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To make a payment to counter sales or invoices use the Cashier button.
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Orders must be cashiered before they can be posted.
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Note: Remembert to add Cost and Flagged Hours information for each line item on the invoice.
To apply a payment on an unposted invoice or counter sale with an outstanding balance:
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From the Main shortcut bar, select Work in Progress, Saved Estimates.
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On the Work in Progress tab, select the invoice or counter sale and click Edit.
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On the Invoice or Counter Sale window, click Cashier.
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Result: An Apply Payment window displays.
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From the Payment Type drop-list, select Cash, Credit Card, Check, Debit or Other.
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Enter any options to go with the payment type (i.e. check number, authorization number, credit card type, expiration date, etc.)
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From the Payment Date drop-down calendar, select the date of payment.
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It defaults to the current date.
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In the Payment field, type the amount of the payment.
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Click Print Receipt to print a receipt.
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Click Apply.
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Result: The Amount Received and Balance Due fields reflect the payment amount.
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If a balance remains, click the Close button when you are finished.
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Result: The Apply Payment window closes and a reminder message about posting the invoice displays.
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When an invoice is fully paid, the Payment Record window closes and the reminder messages display for printing the receipt and posting the invoice.
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If you choose NOT to post the invoice, it will display on the Cashiered tab on the Work in Progress window.
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