Payments

The Payment screen opens when the user clicks the Payment button on the Customer Center screen.
When the Payment screen is opened, the system fills the list with open invoices (invoices with non-zero balances) for the selected customer (not including balances of sub-jobs). The list is sorted by invoice date in ascending order.

At the top of the screen, there is the selected Customer's Name, Total Pmt. Due (the sum of balances of open invoices) and Available Credits information.

The currently selected invoice’s information is shown above the grid:

• Date
• Orig. Amt. – the original invoice amount
• Discount – the amount of the discount applied to the invoice
• Credits – the amount of credits applied to the invoice

The total amount of discounts and credits applied is shown in the Disc&Credit field at the bottom of the screen.
When the Pmt field’s value is changed, the Applied field at the bottom of the screen is recalculated.

Applying Payments

1. Type in the received amount in the Amount field.
   1. Tap the Auto Apply button to apply the amount automatically. When the Auto Apply button is clicked and the Amount field’s value is not zero, the system auto-fills the Pmt field for invoices in the list applying the value of the Amount field to the oldest invoice first and the rest to the following invoice until the amount of the payment is discharged.

OR

1. 1. Manually check the necessary Invoices in the list in the top-right column.
2. Select the Pmt Method in the drop-down menu.
3. Fill in the Reference\Check # and the Memo fields, if necessary.
4. Tap on Save.