Receiving Payments
Once you have selected the required Customer, Business or Third Party, you can enter a payment by clicking on the [Payment] button.
Payments can be received for an account against an item, or as an account credit
To allocate against the oldest outstanding items, enter the amount in the [Receive] field.
You can allocate which items are paid for by entering amounts in the [Payment] Field or selecting [Full Payment] against that item.
There are a number of other options on the Payment Screen:
- Method – This allows you to change the payment method (Cash, Credit Card etc.).
- Branch – If you wish to post the payment to an alternative Branch.
- Till – If you want to post the payment to an alternative Till.
- Payment Date – This will default to today’s date. You can alter the payment date if required here.
The Account balance and Aged Debt Indicator is displayed at the top of the screen. This allows Front Desk Staff to immediately see if there is any outstanding debt on the account without having to open the Account Overview.
The aged debt is broken down into five time periods allowing for quick identification of monies owed.
Once you have entered the payment details, you have two options:
Click on [Account] to Post the Payment.
Click on [Receipt] to Post the Payment and View the Receipt.
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