Difference between revisions of "Payments"

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The ''Payment'' screen opens when the user clicks the '''Payment''' button on the [[Mobile Application Interface#Customer Center Screen | Customer Center]] screen.<br>
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==[[File:tabletandroid.png | 36px]] Payment 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.
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The ''Payment'' screen opens when you tap the '''Payment''' button on the [[Mobile Application Interface#Customer Center Screen | Customer Center]] screen.<br>
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When the Payment screen is opened, the system fills the list with open invoices (invoices with non-zero balances) for the selected customer (excluding 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.
 
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:
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The information about the currently selected invoice is shown above the grid:
 
* ''Date''   
 
* ''Date''   
 
* ''Orig. Amt.'' – the original invoice amount   
 
* ''Orig. Amt.'' – the original invoice amount   
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The total amount of discounts and credits applied is shown in the ''Disc&Credit'' field at the bottom of the screen.
 
The total amount of discounts and credits applied is shown in the ''Disc&Credit'' field at the bottom of the screen.
 
<br>When the ''Pmt'' field’s value is changed, the ''Applied'' field at the bottom of the screen is recalculated.
 
<br>When the ''Pmt'' field’s value is changed, the ''Applied'' field at the bottom of the screen is recalculated.
== Applying Payments ==
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==[[File:tabletandroid.png | 36px]] Applying Payments ==
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[[file:Payment.gif | thumb | 320px | right | Applying payment to several invoices]]
 
<ol>
 
<ol>
<li>Type in the received amount in the ''Amount'' field.
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<li>In the mobile app, go to ''Sales''</li>
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<li>Select the necessary customer in the list. (To show all customers, type the "'''%'''" symbol in the '''Look for customer''' field, or search for the particular customer.)</li>
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<li>Type in the received amount in the '''Amount''' field.
 
*Tap the '''Auto Apply''' button to apply the amount automatically.  
 
*Tap the '''Auto Apply''' button to apply the amount automatically.  
: <div align="left" style="width: 95%; border-style: solid; border-width: thin; border-color: gray; background-color: #f8f9fa"><table cellspacing="5"><td></td> <td>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.</td></table></div>
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: <div align="left" style="width: 75%; border-style: solid; border-width: thin; border-color: gray; background-color: #f8f9fa"><table cellspacing="5"><td></td> <td>When you tap the '''Auto Apply''' button, 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.</td></table></div>
 
OR
 
OR
 
*Select the necessary Invoices in the list by manually checking them in the rightmost column.
 
*Select the necessary Invoices in the list by manually checking them in the rightmost column.
:<div align="left" style="width: 95%; border-style: solid; border-width: thin; border-color: gray; background-color: #f8f9fa"><table cellspacing="5"><td></td> <td>  
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:<div align="left" style="width: 75%; border-style: solid; border-width: thin; border-color: gray; background-color: #f8f9fa"><table cellspacing="5"><td></td> <td>  
*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".  
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*It is not possible to apply the payment to the invoice if its remaining balance equals 0.  
*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".   
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*When the undistributed amount of the customer's payment is greater than the Amt. Due of the invoice, the system sets the '''Pmt''' field equal to Amt. Due.   
*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".
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*When the undistributed amount is less than the Amt. Due, the system puts the entire undistributed amount to the '''Pmt''' field. </td></table></div>
*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".</td></table></div>
 
 
</li>
 
</li>
 
<li>Select the Pmt Method in the drop-down menu.</li>
 
<li>Select the Pmt Method in the drop-down menu.</li>
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<li>Tap on ''Save''.</li>
 
<li>Tap on ''Save''.</li>
 
</ol>
 
</ol>
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{{Infoshort | If you want to start over (before tapping the '''Save''' button) - tap the '''Un-Apply''' button.}}
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{{Infoshortorange | You can view or print the invoice by long-tapping it in the list and tapping "View Invoice" or "Print Invoice".}}
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{{Infoshortgrey | Note: When the payment is saved, balances of invoices (for which the payment is applied) are decreased by the sum of Payment, discounts, and credits applied to them, and the customer's balance is decreased by the amount of payment (Applied + Discounts&Credits). When any credits/overpayments are used for the payment and the Payment is saved, the credits/overpayments balance is decreased by the amounts used.}}
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<br>
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<br>
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=== Payment Method ===
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To select the payment method, use the '''Pmt. Method''' dropdown list. The list contains Payment Methods of the types configured in QuickBooks.
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<br>You can use the '''Reference\Check #''' and the '''Memo''' fields to input extra data about the payment. 
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When the Payment screen is opened for the first time, the Check type is selected automatically. Subsequently, the selected Payment Method will be the one that was used the previous time.
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==[[File:tabletandroid.png | 36px]] Applying Discounts ==
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*In the app, go to Main → Sales → select a customer → Payment
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*Long-tap the necessary invoice
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*Select "Discount" in the pop-up menu.
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*Type in the necessary amount in the '''Amount of Discount''' field.
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*Select the necessary Discount Account in the pop-up list.
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*Tap Ok to apply the changes or tap Cancel.
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{{Infoshortgrey | When the invoice has a discount applied to it, its color is changed to green in the list.}}
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{{Infoshort | NOTE: If you don't subsequently tap Save to save the Payment in the '''Payment''' screen, the applied discounts are discarded.}}
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==[[File:tabletandroid.png | 36px]] Applying Credits ==
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If the customer has available credits, you can use them in the '''Payment''' screen.
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*In the app, go to Main → Sales → select a customer → Payment
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*Long-tap the necessary invoice
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*Select "Apply Credits" in the pop-up menu.
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*Type in the necessary amount in the '''Amt To Use''' field.
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*Tap Ok to apply the changes or tap Cancel.
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{{Infoshortgrey | When the invoice has a Credit applied to it, its color is changed to green in the list.}}
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{{Infoshort | NOTE: If you don't subsequently tap Save to save the Payment in the '''Payment''' screen, the applied credits are discarded.}}

Latest revision as of 20:44, 2 September 2021

Tabletandroid.png Payment Screen

The Payment screen opens when you tap 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 (excluding 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 information about the currently selected invoice 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.

Tabletandroid.png Applying Payments

Applying payment to several invoices
  1. In the mobile app, go to Sales
  2. Select the necessary customer in the list. (To show all customers, type the "%" symbol in the Look for customer field, or search for the particular customer.)
  3. Type in the received amount in the Amount field.
    • Tap the Auto Apply button to apply the amount automatically.
    When you tap the Auto Apply button, 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.
    • It is not possible to apply the payment to the invoice if its remaining balance equals 0.
    • When the undistributed amount of the customer's payment is greater than the Amt. Due of the invoice, the system sets the Pmt field equal to Amt. Due.
    • When the undistributed amount is less than the Amt. Due, the system puts the entire undistributed amount to the Pmt field.
  4. Select the Pmt Method in the drop-down menu.
  5. Fill in the Reference\Check # and the Memo fields, if necessary.
  6. Tap on Save.
Info-sign.png If you want to start over (before tapping the Save button) - tap the Un-Apply button.
Info-sign.png You can view or print the invoice by long-tapping it in the list and tapping "View Invoice" or "Print Invoice".
Info-sign.png Note: When the payment is saved, balances of invoices (for which the payment is applied) are decreased by the sum of Payment, discounts, and credits applied to them, and the customer's balance is decreased by the amount of payment (Applied + Discounts&Credits). When any credits/overpayments are used for the payment and the Payment is saved, the credits/overpayments balance is decreased by the amounts used.



Payment Method

To select the payment method, use the Pmt. Method dropdown list. The list contains Payment Methods of the types configured in QuickBooks.
You can use the Reference\Check # and the Memo fields to input extra data about the payment.

When the Payment screen is opened for the first time, the Check type is selected automatically. Subsequently, the selected Payment Method will be the one that was used the previous time.

Tabletandroid.png Applying Discounts

  • In the app, go to Main → Sales → select a customer → Payment
  • Long-tap the necessary invoice
  • Select "Discount" in the pop-up menu.
  • Type in the necessary amount in the Amount of Discount field.
  • Select the necessary Discount Account in the pop-up list.
  • Tap Ok to apply the changes or tap Cancel.
Info-sign.png When the invoice has a discount applied to it, its color is changed to green in the list.
Info-sign.png NOTE: If you don't subsequently tap Save to save the Payment in the Payment screen, the applied discounts are discarded.

Tabletandroid.png Applying Credits

If the customer has available credits, you can use them in the Payment screen.

  • In the app, go to Main → Sales → select a customer → Payment
  • Long-tap the necessary invoice
  • Select "Apply Credits" in the pop-up menu.
  • Type in the necessary amount in the Amt To Use field.
  • Tap Ok to apply the changes or tap Cancel.
Info-sign.png When the invoice has a Credit applied to it, its color is changed to green in the list.
Info-sign.png NOTE: If you don't subsequently tap Save to save the Payment in the Payment screen, the applied credits are discarded.