Overview
With this functionality you'll be able| Anchor | ||||
|---|---|---|---|---|
|
| Excerpt |
|---|
In this article, you will learn how to apply payments |
not linked to orders |
(Overpayments) and use them as payment for future invoices. This |
feature is very helpful when working with customers that have |
“pre- |
Instructions
To create a new payment please follow the steps below:
Go to Account Receivables >paid” payment terms.
|
Table of Contents
| Table of Contents | ||||||||
|---|---|---|---|---|---|---|---|---|
|
Receive Overpayments
To register a new payment, do the following steps:
Go to A/R and select Receive Payment.
Select the customer.
Type in the rest of the information: Payment Date, Payment Method, Check / Reference # and Notes (if applicable).
Fill out the payment information.
Save the payment. There are three options available when saving a payment:
Save & Print. To save the payment and print a payment receipt.
Save & New to save the payment and create a new one.
Save & Close to exit
Notice that customer Ang Flowers - Lily doesn't have any open invoices. Once you save the information the system will open a confirmation window with the overpayment amount. Click on Save to continue.
Once you have confirmed the payment you will be able to see it right under the amount field.
the Receive Payment screen and go to the Payment Summary screen.
Click on Save in the confirmation pop-up.
The system will save overpayments as open credits for the customer.
| Filter by label (Content by label) | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
|