To record a partial payment

 

Make sure the customer has terms for the balance after the payment.

To do this:

1.   edit the customer record

2.   Using the down arrow next to PAY BY select Terms from the list.

3.   Using the down arrow next to TERMS select the appropriate entry for the customer.

4.   If the order is already in progress go to the Order Information Window and repeat steps 2 and 3 in this window.

5.   Go to the Line Items Window and type in the payment amount and press Enter.

6.   Select the method to be used in making the partial payment.

7.   Click on record payment.

8.   Click on NO to the question about resetting payment to full amount.

9.   Click on OKAY in window about resetting terms.

10.       Click on YES to SAVE and POST.

 

All done.

 

If the wrong amount is recorded, to correct the problem do the following:

1.   Create (put don’t print) the final invoice.

2.   Under Order Actions in the top menu, select CANCEL A POSTED ORDER.

3.   Enter the order number to cancel.

4.   Click on CANCEL ORDER.

5.   Click YES to Continue.

6.   Before closing this Window click on SET STATUS TO PLACED.

 

This sets all the financial entries to zero and lets you start over without erasing any of the content of the order.