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Overview

Excerpt

This article explains how to receive payments from your customers when they have open invoices.

Ui steps
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Instructions

In order to receive payments, please follow the next steps:

 

Ui step

Go to A/R (Accounts Receivables)>>Receive Payment.

Ui step

 Search the customer (or group of customers) for whom you want to apply a payment. Select the payment date, method, and check number. Then, enter the amount to be paid and write notes if you need to.

Payment Date Restrictions

The system allows restricting users to edit the payment date. This option can be enabled from Setup User Options.

Ui step

Click on Apply in the orders for which you want to apply the payment. Once you click on Apply, in the order line will appear the Payment amount. If the total of the amount entered for this payment has not been applied, the system will display the Overpayment amount. Notice that there is a button called Auto Apply Payment which will automatically apply the payment amount entered starting with the oldest invoices.

Ui step
Once you have finished, click on Save & New or Save & Close, depending on what you want to do. You can also click on Clear for deleting the payments. 

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Tip
titleTips

  • The system allows identifying who processed a payment from the Payment History tab>>Processed By column. That column will be hidden by default so click on the gear gray icon and select "Processed by".

  • Click on the invoice number to see the details of the order.

 

Receiving Payments in Multilocation Companies

While receiving payments in Multilocation Companies, you must select the Location that will be associated to the payment. Initially, all the invoices associated to the customer will be displayed, but notice that there is an additional filter (Only invoices associated to this location) which will display only the invoices that belong to the selected customer and location. Follow the steps explained above to apply a payment.

 Once the payment has been applied, you will be able to filter by Location from the Payment History screen. The system will list only the Payments associated to the selected location.

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Info
titlePayment Date Before Invoice Date

Keep in mind that the Receive Payments screen won't list invoices having dates after the Payment Date.

 

 

 

 

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