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changes.mady.by.user Andres Toledo

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Overview


Excerpt

If you receive a payment, and the amount is higher than the outstanding amounttotal, the system will automatically retain this amountthe difference, and use it will be taken 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

an prepayment credit

?


Ui steps
sizesmall


Ui step

Select the Customer.


Ui step
Enter

 Enter the payment

amount 

amount.


Ui step

Click

on

on Save & New to continue.

A


Ui step

 A confirmation window will appear, click on close to

finishing

finish. Notice the credit is saved as

Prepayment

 Prepayment.

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Applying a

Credit

Overpayment to an Invoice

If a customer has credits due to overpayments, they will be automatically displayed for the selected customer as Open Credits.

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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.

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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.

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     3.


Ui step

A confirmation window will open, click

on

on Save

to

 to confirm the Overpayment.

 

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    4. Once

  


Ui step

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

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Panel
titleRelated Articles

Filter by label (Content by label)
showLabelsfalse
max10
showSpacefalse
sorttitle
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.

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Ui text box
sizemedium

(lightbulb)Roles enabled to perform this action: Accounts Receivables,  Admin, Cashier.


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