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changes.mady.by.user Former user

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changes.mady.by.user Andres Toledo

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Overview


Excerpt

The system allows to receive payments from the Order Entry screen once the order is confirmed. If you want to make the payment mandatory for  for a given customer, enable the setting setting /wiki/spaces/KB/pages/3335561.


Instructions


Ui steps
sizesmall


Ui step

This option must be enabled by going to Setup>>Settings, click on Order Entry Options and check the option Allow to receive payment upon confirmation. On Multilocation companies, go to Setup>>Settings, click on Locations , select one location, click on Order Entry Options and check the option Allow to receive payment upon confirmation and then, enable the setting per customer.


Ui step

Once the option is enabled the system will display the option to pay the payment along with other options. Click on Pay & Confirm to continue.


Ui step

The Payment Information window will open. The system will ask the user to enter the payment information. Please consider that the Amount Received, Order Amount and Change are fields only for informational purposes. Click on Apply Payment to finish. Remember that is also posible possible to s (either in App or using terminals, that must be set up per location). To have this last option enabled, the must be enabled.


Info
titleInformation

The system will always assign the current date as Payment Date.


Apply Open Credits to the Payment 

When a customers has open credits (including overpayments, customer credits and transfer credits), the system will allow to apply the open credits directly to the payment in the same way which is done from the Receive Payments screen. In case the amount of the open credits applied is greater than the order total, the system will generate an overpayment. 


Panel
titleRelated Articles

Filter by label (Content by label)
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cqllabel in ( "receive-payment" , "payments" , "payments-order-entry" , "confirm-invoice" )


Warning
titleImportant

On multilocation companies, you must activate the setting Allow to receive payment upon confirmation per location. To make the payment mandatory, remember to turn on the setting Require Payment Upon Confirmation per customer.


Ui text box
sizemedium

(lightbulb) Roles enabled to perform this action: Admin, Sales Manager, Cashier, Sales, Allocations.


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