When a customer pays down what they owe on account, you collect it from one place: the Receive Payment screen. It applies the payment across their open invoices for you, handles partial and split payments, and turns any overpayment into store credit.
Getting there
Open Point of Sale > Accounts Receivable, find the customer, and click Receive. You can also click Receive Payment on the customer's own page, from their Accounts Receivable card.
The screen has two sides
- Payment (left): enter the amount and method. Click Add tender to split one payment across more than one method, for example part cash and part card.
- Open Invoices (right): the customer's unpaid invoices, oldest first. Each row shows the invoice's Original amount next to its current Balance, so you can tell an untouched invoice from one that has already been partly paid down. The two match until a payment lands against the invoice. Original is what was put on account for that invoice, which can be less than the invoice total if the customer paid part of it at the counter.
Applying the payment
- To pay specific invoices in full, check them. Each checked invoice fills its Applied amount with its full balance, and the payment total adds up as you go.
- To apply a lump sum, enter the amount on the left and click Apply payment oldest first. It fills the oldest invoices first and leaves any remainder on the newest one.
- Type an exact Applied amount on any invoice to take a partial payment against it.
The summary shows Total tendered, Applied to invoices, and either Remaining to tender (while you are still short) or Overpayment, which becomes store credit. Click Receive Payment to record it; the invoice balances update and the customer's Accounts Receivable balance drops.
Writing off a balance
Owners and managers have a Write-Off method in the payment dropdown. Use it to clear a balance you will not collect. It settles the invoice but is not counted as money received.