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An overpayment can be applied to an unposted or posted order from the Order view page or from the payments tab under Accounting. The credit balance will remain on the Customer's account until it is applied to another order or is refunded.


Adding an Overpayment from the Order View Page

Step     Action

  1.       From the Order view page, select {New} under Payments section.



            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.

Note: It will default to the balance of the order, change it to the Payment amount.

  

3.      Select {Save}. A results window will pop-up to indicate the payment added. The balance of the over payment will appear in parenthesis.


Adding an Overpayment from the Payments Tab Under Accounting

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, by default the value beside the Order will default to the order's balance, change it to the Payment Amount.
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 #.

Note: This section is only visible after a customer has been selected. 


  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.


Once the over payment has been entered, it will remain as a credit balance on the order. This credit can be applied to another order placed by the customer. For more information, see FAQ - How to Apply an Order Credit to Another Order?