Payment for Credit Sale
is used to receive and allocate payments
to outstanding invoices for a
customer.
Users need access to process payments. Enable access to
"Allow Account Payments, Menu 640-6" under Role Menu
Access.
Steps to process payment:
-
Navigate to "Account Payment ->
Payment for Credit
Sale"
in POS. Refer to Figure 1. This will open a window to select the
customer.
-
Select the customer on the screen by
clicking on "Search F4" button. Search for the customer on the "Search Customer" screen.
-
Customer search will output the customer's
"Outstanding Balance" and "Available Credit".
Balance is the sum of all credit sale invoices. Refer to Figure 2 below.
-
Enter the description of
the payment in the "Notes" section.
-
Click on "Process" to receive payment.
-
Once payment has been processed in 4 above,
all pending receipts will be loaded for the
customer. Allocate the payment with the respective receipt.
Users can use "Auto Apply" which will allocate payments to
the oldest receipt first. Users
can also manually select the receipts to allocate payment by clicking on
them. Refer to Figure 3 below.
Figure 1: Payment for Credit Sale
Figure 2 : Account Payment
Figure 3 : Payment Allocation