Overview
The system allows to receive payments from the Order Entry screen once the order is confirmed. If you want to make the payment mandatory for a given customer, enable the setting /wiki/spaces/KB/pages/3335561.
Instructions
Information
The system will always assign the current date as Payment Date.
Apply Open Credits to the Payment
When a customers has open credits (including overpayments, customer credits and transfer credits), the system will allow to apply the open credits directly to the payment in the same way which is done from the Receive Payments screen. In case the amount of the open credits applied is greater than the order total, the system will generate an overpayment.
Important
On multilocation companies, you must activate the setting Allow to receive payment upon confirmation per location. To make the payment mandatory, remember to turn on the setting Require Payment Upon Confirmation per customer.