Payments - Adding a New Payment


Adding a Payment

Step     Action 

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


  2.      Complete the fields.

Field
Description
Deposit Code
Select a Deposit Code from the drop-down menu, if applicable.
Created By
Select a Created By option from the drop-down menu, if applicable.
Customer

Select a Customer from the drop-down menu.

Note: Once a Customer has been selected, their Orders with Balances will appear.

Type
Select a payment Type from the drop-down menu.
Reference Number
Enter a Reference Number, if applicable.

Date

Default Date will be set to the current date. To modify Date, click the date field to pull-up the calendar drop-down.
Amount

Enter a value for the payment Amount.
Note: The payment Amount should be equal to the Total of Selected Items.

Orders with Balances
Select Orders with Balances to be paid by checking boxes on the left-hand side. To select all orders, check box on the left-hand side above Order#.


  3.      Select {Pay} or hover mouse over arrow on the right-hand side of pay to open 

           drop-down menu and select a payment method. A results window will pop-up 

           to confirm the payments saved successfully.

          

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