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.
   • 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 of invoices in the list, applying the value of the Amount field to the oldest invoice first, and the rest of the Amount is applied to the following invoice until the amount of the payment is discharged.

   OR
   • Select the necessary Invoices in the list by manually checking them in the rightmost column.

   When the invoice's remaining balance (remaining balance = Amt. Due – Discount) is equal to 0, the message “This invoice has no remaining open balance” with the OK button appears. Clicking OK closes the message and the Selected checkbox is not checked, the button name remains "Auto Apply". When the undistributed amount of the customer's payment is greater than the Amt. Due, the system sets Pmt field equal to Amt. Due; the button name is set to "Un-Apply". When the undistributed amount is less than the Amt. Due, the system puts the entire undistributed amount to the Pmt field; the button name is set to "Un-Apply". When the undistributed amount is zero, the error message “Cannot apply an amount greater than the total payment” with the OK button appears. Clicking OK closes the message and the Selected checkbox is not checked, the button name remains "Auto Apply".

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.