Quotes/Orders - Order Payments


Adding a New Payments 

Step     Action

  1.      Select {New} under Payments. A New Payment modal window will open.

  2.      Complete the fields.  

Field
Description
Deposit
Select an existing deposit from the drop-down menu or create a new deposit by selecting the {New Deposit} button.
Type
Select a payment Type from the drop-down.

Note: These options can be modified 

Reference Number
Enter value for the Reference Number.
Date
Current Date set as default. Select Calendar icon to change date.
Amount
Enter value for the payment Amount.

  3.      Select {Save}. A results window will pop-up to indicate the payment was added.


  4.      Select X to close pop-up results window.


Editing Payments

Step     Action

  1.        Hover mouse over the name of item to be edited under Payments. A pencil icon will

             appear on the right-hand side of the name. Select the pencil icon.

   A Deposit Edit page will open.

  2.      Make required changes.

  3.      Select {Save}. A results window will pop-up to indicate the payment saved 

             successfully.


  4.      Select X to close pop-up results window.