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This function enables the user to record deposit or partial payments for a single receipt and by any 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.

• Select Branch and click 'Change'
• Key In Customer PKID or click on 'Customer' for search function
• Select the Salesman and State→ Salesman and State will follow the configuration at Customer Maintenance
• Enter the Date and Remarks
• click 'Submit'

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If customer pays any invoice

• Enter the Payment Methods (Cash, Credit Card, Cheque, Coupon and/or Others) and click Recalculate 
• Please refer to Finance Permission for the Cashbook dropdown list

• Next to step 3

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If customer gives deposit only

• Enter amount at open credit /deposit if the customer wants to pay a deposit and click Recalculate→ refer to Deposit from Customer 
• Choose Tax and Major Industry Code

• → if any

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• Please make sure that the Deposit Amount matches the total amount entered in Payment Methods (cash, credit card, cheque and coupon)
• The deposit entered here can be used to settle payment in invoice, cashsale and fullscreen cashsale

• Click

• Confirm and

• Save → ignore step 3 and the rest

• of the invoice listing to be settled
• Select Branch

• and click Submit

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• Tick the Outstanding Invoice to be settled (to settled fully amount) or Key in amount under 'This Amount' column (to settled invoices with partial payment)

• OR

• Type the Amount and click Auto Settle → system will auto settle the first outstanding invoices
• Click 'Submit Settlement' and 'Confirm and Save'

NOTES:

• invoice listing only shows invoice with SAME currency base chosen under Forex Gain/Loss
• Leave blank = MYR

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