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| − | Applying Customer Payments
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| − | Within the Payments tab you are able to post payments to the customers account. Once an invoice has been created and
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| − | goods or services are shipped, the invoice will appear within Customer Payments as outstanding monies by Invoice. When
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| − | payments are received from a Customer either by direct payments or as Prepayments they must be applied to the customer
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| − | account within ERP to update the customers Account Balance. The Accounts Receivable report (Or Debtor, Aged Trial
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| − | Balance) is automatically updated when payments are made to a customers Account.
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| − | Do you know how to open the Customer Payments form?
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| − | Click on the Customer Payment button in the Payments tab.
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| − | Select a CUSTOMER / JOB from the drop down menu
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| − | Select the Amount that the customer is paying
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| − | Select a Payment method
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| − | Select an Invoice that the payment is to be applied to.
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| − | Click SAVE
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| − | Refunds
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| − | Select the negative or refund amount first
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| − | Then select the invoice that the refund will be married to.
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| − | Select the payment method
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| − | Click the save button
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| − | NB Please ensure that the Payment amount when marrying a refund to an invoice is zero.
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| − | How to apply a Customer Prepayment
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| − | Select the customer payments button
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| − | Select the customer that you wish to apply a customer prepayment to from the drop down list you will notice
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| − | that the customers account balance including unapplied payments and prepayments is displayed along side the customer
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| − | within the tab.
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| − | In the payment field of the prepayment line type in the amount you would like to apply to the invoice. This should
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| − | Tick the apply box. Select "Yes" to enter the payment amount.
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| − | Then in the payment field of the invoice line, type in the payment amount that you wish to apply to the invoice.
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| − | Tick the apply box. Then select "Yes"
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| − | In the payment amount field check that the amount is $0.00 this is correct!
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| − | How to apply a Discount
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| − | Select the customer payments button
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| − | Select the customer
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| − | Select the invoice to be paid
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| − | Enter the discount into the discount column
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| − | Select Apply Discounts button - the invoice amount will be reduced
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| − | Apply the payment to the invoice and save
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| − | NB You can only apply the discount at the time of making a payment.
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| − | How Refunds affect the Payments Window
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| − | Refunds are applied in the same way as prepayments and are shown as refunds in the customer payment window and will appears
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| − | as a negative refund value in the amount due column. Always apply the Refund or prepayment first and then offset with Invoices.
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| − | This amount, when it is applied, is subtracted from the total applied amount
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| − | Partial Payment of an Invoice.
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| − | Select the customer payments button
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| − | Select the customer that you wish to part apply payment to a particular invoice to, from the drop down list you will notice
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| − | that the customers account balance including un applied payments, prepayments and refunds are displayed along side the
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| − | customer within the tab.
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| − | Select the customer you wish to apply the part payment to.
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| − | In the payment field of the Invoice line, within the payments screen type the amount of the Part Payment.
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| − | Tab off the field.
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| − | Tick the apply box and the part payment amount will appear in the Payment amount field select yes to add the payment amount.
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| − | Select the payment method.
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| − | Check the correct part payment amount is sitting in the payment amount.
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| − | Click the save button.
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