Applying Payments to Posted Invoices and Counter Sales
Usually, payments are applied before the invoice or counter sale is posted; however, if there is an outstanding balance, a payment can still be applied after an order is posted.
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Note: After the invoice is paid in full, the invoice is sent to the Service History list and does not appear on the Payment Record tab of the Edit Customer window.
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Remember to add Cost and Flagged Hours information for each line item on the invoice.
To apply a payment on a posted invoice or counter sale:
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From the Main menu, select Customers.
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In the Customers list select the customer and click Edit
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In the Edit Customer window, select the Payment Record tab.
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Select the invoice or counter sale and then click Record Payment.
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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 Amount 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.
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If no balance remains and the invoice is fully paid, the Payment Record window closes and the printing the receipt and posting the invoice reminder messages display.
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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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Note: When you select Print Receipt, the receipt displays. The Amount Paid and the Balance Due display at the bottom of the receipt