Enter Payments window

Transaction grid columns

Displays the valid transaction types for which you can enter payments for this customer. These include: Customer Payments, Enter Rental Payments, Sales Invoice, New Service Ticket, Enter Uncommitted Orders, and more.

If you are working from the POS button bar, multiple transactions can display here. If you are working outside of the POS button bar, from the Modules menu, only the transaction type for the current transaction displays here.

Displays the original amount owed for the transaction(s).

Displays the remaining balance of the original transaction amount. This value updates as you apply credits.

Displays the total original amount due.

Displays the total remaining balance of the original Total Due balance.

Enter the amount the customer is paying using one method of payment. This box initially displays the Balance. It updates automatically as you apply credits or payments.

If the customer is using only one form of payment, you do not need to change the value in this box.

You can optionally enter a larger amount here to give cash back to the customer.

Select a method of payment, such as check or credit card.

Payment methods are set up on the Payment Categories window and have a category number between 900 and 999.

If paying by check, gift card, or similar payment type, enter the associated (ie. check or gift card) number here.

Click to display the Select an Invoice window where you can choose a credit invoice to apply to customer's balance.

Displays the invoice number of the invoice you selected on the Select an Invoice window. This box is only available if you selected a credit invoice to apply to the balance.

Displays the amount of credit available to apply to the account balance. This box is only available if you selected a credit invoice to apply to the balance.

Enter the amount you want to apply to the account balance. This box is only available if you selected a credit invoice to apply to the balance.

Payment grid columns

Displays the type of payment applied to the account balance, such as Credit Applied or Cash.

Displays the amount of payment that will be applied to the account balance.

Exits the window.

Adds the payment type and amount to the Payment grid.

Removes the highlighted payment type from the Payment grid.