Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Overview

ExcerptThis functionality will allow you to apply payments without any linked orders and they will be shown as available credits which can be applied to future invoices. This will be

Anchor
topofpage
topofpage

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

“pre-

paid terms.

Instructions

To create a new payment please follow the steps below:

Ui steps
sizesmall
Ui step

Go to Account Receivables >> Receive Payment.

ui-step

paid” payment terms.

Tip

User Roles: Accounts Receivables, Admin, and Cashier.

Table of Contents

Table of Contents
minLevel1
maxLevel1
absoluteUrltrue
excludeTable of Contents

Panel
titleRelated Articles

Receive Overpayments

To register a new payment, do the following steps:

  1. Go to A/R and select Receive Payment.

  2. Select the customer.

Ui step

Type in the rest of the information: Payment Date, Payment Method, Check / Reference # and Notes (if applicable). Notice that customer TEST CUSTOMER doesn't have any open invoices. Once you save the information, the system will send a confirmation window displaying the overpayment amount

Ui step

 Click on Save & New to create a new payment or Save & Close to exit.

Ui step

Once you have confirmed the payment, you will be able to see it right under the amount field.

Image Removed

  1. Fill out the payment information.

  2. Save the payment. There are three options available when saving a payment:

    1. Save & Print. To save the payment and print a payment receipt.

    2. Save & New to save the payment and create a new one.

    3. Save & Close to exit the Receive Payment screen and go to the Payment Summary screen.

  3. Click on Save in the confirmation pop-up.

The system will save overpayments as open credits for the customer.

Back to top

Image Added


Filter by label (Content by label)
showLabelsfalse
max
10
5
showSpace
sort
false
title
sort
title
title
Related Articles
cqllabel in ( "accounts-receivables" , "payments" , "overpayment" )
labelsaccounts-receivables, payments overpayment
We've encountered an issue exporting this macro. Please try exporting this page again later.