Receiving payments

Payments for Sales must be recorded via the Customer Payments window.  If you enter a payment for a Sale via the Receipts window the Sale will be displayed as still outstanding (unpaid) and the revenue will have been accounted for twice.

You can access the Customer Payments window from a variety of places:

•From the Payment Detail button on the Settle tab of the stock card if it is a Vehicle Sale

•From the Accounts Receivable window

•From the Sales Register "Open Invoices" tab window

•From the Vehicle Debtors window

•From within a Sales Invoice using the Process & Pay function on  the Process button.

•Or open the Customer Payments window directly from the ribbon.

Once the Customer has been selected, all Open Invoices & Orders for that customer will be displayed.

Select the correct bank account to process the payments into.  To add to a Bank Deposit select that button.

Enter the payment Date, payment Method and Detail (required for the Bank Deposit Slip).

Select the open invoice(s) or order(s) to which the payment relates by clicking into the Payment column for that line item(s).   Allocate a partial payment by altering the payment amount.  Once the Total matches the total received, Print a Receipt or Process the Payment.