Overview

Excerpt
The system allows users to process payments using open credits granted to the customers. This article explains how to carry out this process.

Instructions

Ui steps

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Go to A/R>>Receive Payment.

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Use the available filters to find the customer.

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A link message as the following will inform the amount of money that the customer currently has in open credits.

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Click on the link "Click here". The system will open the Available Credits window. There you will visualize all the credit types the customer might have: Prepayments and Customer Credits. Select Customer Credits and click on Close.

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In case you are going to receive an additional payment by the customer, enter the its amount.

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Select the payment Date , method, and reference #.

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Click on Apply for the specific order you want to pay (Notice that there is a button called Auto Apply Payment which will automatically apply the payment amount entered starting with the oldest invoices).

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Click Save & Print, Save & New or Save & Close to finish.

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Panel

title	Related Articles

Filter by label (Content by label)

showLabels	false
max	10
showSpace	false
sort	title
cql	label in ( "receive-payment" , "receive-payments" , "open-credit" )

Ui text box

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

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