Processing Partial Payments

You can process partial payments by going to Order Processing > Data Entry > Sales Orders.

Partial payments should be recorded and updated upon receipt so that the payment is promptly linked to the inventory on-order.
  1. On the Site Map screen, click Order Processing > Data Entry > Sales Orders.
  2. Complete the Order Entry screen and press Enter.
  3. Complete the Properties window and press Enter.
    Note: If the Properties window doesn't automatically display, click the Properties button.
  4. Complete the Order Details window for each inventory item ordered and click OK.
    Note: If the Order Details window doesn't automatically display, click the Details button.
  5. On the Order Entry screen, click the Cash Payment button. The Payment / Deposit Entry window displays.
    Note: If the Always link to payment entry checkbox is selected on the Order Processing Installation > Properties tab, the Payment / Deposit Entry window will automatically display after completion of the Order Details window.
  6. Complete the Payment / Deposit Entry window for the partial payment made on the order. Click OK.
    Note: Entry in the Reference field is required. The reference number entered in this field will be the transaction reference number used during cash receipts update in Accounts Receivable.
  7. On the Order Entry screen, click the Apply Pay button.
  8. Complete the Apply Cash Payments screen and click Preview or Print.
  9. Review the report for accuracy.
  10. On the Apply Cash Payments – Update screen, select the Continue to update the cash payments to Accounts Receivable.
  11. Process cash receipts as usual in Accounts Receivable Cash Receipts/Adjustment Entry. For more information on this process, please refer to the Accounts Receivable online Help.