Overview

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 very helpful when working with customers that have pre-paid terms.

Instructions

To create a new payment please follow the steps below:

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. Click on Save to continue.

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