Overview
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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.
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Table of Contents
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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).
Click on Save & New to create a new payment or Save & Close to exit.
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 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.
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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.
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