Overview
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This 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 | Excerpt |
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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 |
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Go to Account Receivables >> Receive Payment. |
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To create a new payment please follow the steps below:
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User Roles: Accounts Receivables, Admin, and Cashier. |
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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.
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Type in the rest of the information: Payment Date, Payment Method, Check / Reference # and Notes (if applicable). Notice that customer 9D Flowers doesn't have any open invoices. Once you save the information, the system will send a confirmation window displaying the overpayment amount |
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Click on Save & New to create a new payment or Save & Close to exit. |
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Once you have confirmed the payment, you will be able to see it right under the amount field. |
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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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Roles enabled to perform this action: Accounts Receivables, Admin, Cashier We've encountered an issue exporting this macro. Please try exporting this page again later.