Versions Compared

Old Version 18

changes.mady.by.user Former user

Saved on

compared with

New Version 19

changes.mady.by.user Former user

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Overview

Excerpt

If you receive a payment, and the amount is higher than the outstanding total, the system will automatically retain the difference, and use it as a credit on future invoices. When applying the payment, you will see an "Overpayment" notice with the total amount of the overpayment.

 

Instructions

How to create a prepayment credit?

 

Ui steps
sizesmall
Ui step

Select the Customer.

Ui step
Enter

 Enter the payment amount.

Ui step

Click

on

on Save & New to continue.

Ui step
A

 A confirmation window will appear, click on close to finish. Notice the credit is saved as

Prepayment

 Prepayment.

Image Modified

 

Applying a Credit to an Invoice

If a customer has credits, they will be automatically displayed for the selected customer.

 

To use the credit, follow these simple steps:

 

Ui steps
sizesmall
Ui step

Click on "Here" to apply the credit. Select the credit that you want to apply and Close. The system will automatically apply the amounts to the oldest invoice first, and on any subsequent invoices until the credit is fully used.

Image Removed     2.
Ui step

 Click the "Save & Close" button located at the lower right hand corner to apply the payment. To receive additional payments click on the "Save & New" button.

         Image Removed

     3.
Ui step

A confirmation window will open, click

on

on Save

to

 to confirm the Overpayment.

 

        Image Removed

    4. Once

  

Ui step

 Once you have finished, a confirmation pop-up message will appear at the bottom right hand corner of the screen.

       Image Removed

Image Added

Panel
titleRelated Articles

Filter by label (Content by label)
false
showLabelsfalse
max10
showSpacefalse
sorttitleshowSpace
cqllabel in ("accounts-receivables","payments")
labelspayments, accounts-receivables

Info
titlePayment's Notes

Notice that the notes you add to a payment are also available for credits (overpayments). Once you hover the mouse over the note icon for a prepayment, the added note will be displayed. If you select several credits that have notes, they will appear separated by a semicolon. These notes could be useful to indicate which invoices a credit should be applied to. Click on the image to see the details.