Customers: Payment Record Tab
The Payment Record tab lists order payments and customer credits.
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Use the list to select a payment and view the payment details.
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Note: The list is empty until the first repair order is created.
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Use the Record Payment button to record a payment to a repair order, or to record a payment to an invoice after it has been cashiered or posted.
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Use the Credit Refund button to refund all or part of the credit amount to the customer.
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This button is only available when the customer has a positive credit amount from a previous overpayment or from an accounting integration action.
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Credits apply to the customer and are independent of orders.
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