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:
Go to Account Receivables > Receive Payment.
Select the customer.
Type in the rest of the information: Payment Date, Payment Method, Check / Reference # and Notes (if applicable).
Click on Save & New to create a new payment or Save & Close to exit.
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.