Customer Account Payments

A simple way to accept customer payments is through the Customer > Account.  Receivables can handle the more complex payment transactions.

Payment on Account

A customer can make a payment on account without identifying the transactions to pay.  Just click on the Payment Options button, select the payment type, and then add the amount.  This will go on their account to be applied later.   

Pay off Transactions

Select  the transaction(s) from the grid to process a customer payment.  The total of the transaction(s) will display in the Selected Total above the grid.  Click on the Payment Options button, select the payment type, and then add the amount.  

1. A payment matching the selected total will pay the transactions and will disappear from the grid.
   
2. An overpayment will give you a credit (Account Payment)     
   
3. An underpayment will reduce the amount of the receivable and will display in the "Remaining" column in the grid.  If more than one receivable is selected, the oldest will be applied the payment first. 
   

Interactive Demo: Customer Account Payment scenarios

Note: when paying off receivables transactions and they are removed from grid, these can still been viewed by unchecking the current checkbox. 

 

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