This function Menu Path:Trading > Sales > Settlement / Collection or Customer > Task > Settle Document / Create Deposit
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This function enables the user to record partial payments for a single receipt |
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and by what way the payment will be made (cash, credit card, cheque, etc.). Subsequently, a list of outstanding invoices will appear, allowing the user to select the invoices for which the payment is being made. |
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- Select a branch from the drop down list, then click 'Change'.
- Input the customer code as generated by the system in the next box. (If the code is not known, click on 'Customer', then type in the customer's name and search. Select the correct PKID or name and click 'Submit'.)
- Choose a state of either 'OK' or 'Blacklisted'. Click 'Save'.
- Enter the payment details of cash, credit card, cheque, coupon and/or others and click 'Recalculate', where a total amount will be shown.
- Input an open credit /deposit amount if the customer wants to pay a deposit. Ensure that the deposit amount matches the total amount entered in cash, credit card and cheque above.
- The deposit entered here can be used to settle payment in invoice, cashsale and fullscreen cashsale.
- Enter the date and remarks. Then click 'Submit'.
- The total amount then goes into the highlighted area.
- Click 'Auto Settle' to settle the invoices from top to bottom until the amount is fulfilled or input the amount paid in the respective invoices under 'This Payment'. Click 'Submit Settlement'.
- Finally, select 'Confirm and Save' on the top-left corner.
** A pop-up will appear asking whether you want to print a receipt. Click "YES" to obtain a receipt number. This number will be useful when u want to edit it. Please refer Edit Receipt Voucher. - Select 'Reset' or 'Reprint Receipt' if needed.
** If knock off with invoice , no need to key in the deposit amount at Payment Detail.
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