Previous topicNext topic
 Link Technologies - LinkSOFT Documentation 
Help > Link Web Applications Portal > Point of Sale > Customer Profile >
Payment and Credits

Payments and Credits is used to process and maintain customer payments.

All payments received through "LinkSOFT Point of Sales" is updated under "Payments" for the respective customers.

The following features are available in this menu:

  1. Process Payment and Credit Notes
  2. Void Payment
  3. Refund Payment
  4. Allocate payments to invoices

S teps 

  1. Process Payment and Credit Notes
    2. Add a new record and enter details below:
  • Void Payments
    1. Unallocate all invoices allocated to the payment.
    2. Click on the "Delete" icon to Void the payment.
  • Refund Payment - Refunds can be processed for any unallocated payments
    1. Add button will be enabled under "Payment Details" section when a payment can be refunded
    2. Enter the following details to refund:
      • Date
      • Reason
      • Amount
  • Allocate payments to invoice
    1. Outstanding invoices will be shown under the "Allocations" grid
    2. Edit the invoice record and add "This Allocation" amount.

    Note :

    1. The payment will be updated in the open shift for reconciliation.
    2. If no shift is open, the payment entry will generate a new shift with the user who has created the payment.

    Figure 1: Payments

    Figure 2: Payment Details