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changes.mady.by.user Former user

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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 total, the system will automatically retain the difference, and use it as a credit on future invoices. Overpayments can either be generated for the transaction or for specific orders.


Warning
titleInformation

Once you apply payments using overpayments generated for specific orders, you will not be able to modify the order specific payments, including void , cancel or applying a charge back to the payment.

Image Modified




Ui expand
titleHow to apply a Payment for Specific Orders


Ui steps
sizesmall


Ui step

Go A/R >> Receive Payment.


Ui step

Enter the payment date, method and the reference number.


Ui step

 Enter the payment amount.


Ui step

Search for the order(s) for which you want to apply an overpayment, enter the amount and hit the Enter key.


Ui step

Notice that the Order Overpayment column will display the difference between the balance and the actual payment.


Ui step

A confirmation window will open. This window will display the order specific overpayments and the overpayments associated to the payment, click on Save to confirm the Overpayment.


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.



Ui expand
titleApplying a Order Overpayment to an Invoice

If a customer has credits due to order overpayments, they will be automatically displayed for the selected customer as Open Credits so if can be used for paying any open invoice.


Ui steps
sizesmall


Ui step

From the Receive Payments screen, enter the customer name and hit the Enter key.


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Click on "Here" to apply the credit. Select the open credit that you want to apply and Close. Select the payment method and proceed to apply the payment.


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.


Ui step

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





Panel
titleRelated Articles

Filter by label (Content by label)
showLabelsfalse
max10
showSpacefalse
sorttitle
cqllabel in ( "accounts-receivables" , "payments" , "order-overpayments" )
labelspayments, accounts-receivables


Ui text box
sizemedium

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







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