[LSR] Payments on Account

Below are the steps for making Payments on Account in the following situations.

Account Balance (Money Owed to Business)

  • Sales
  • Attached Customer
  • Payments
  • Check (or other form of payment)
  • Finish

Account Balance but Customer Has Overpaid

  • Sales
  • Attached Customer
  • Payments
  • Make Payment
  • Enter Amount of account balance displayed in the popup window
  • Deposit
  • Enter the difference from the amount of the payment minus the amount entered on the Make Payment window.
  • Check (or other form of payment)
  • Finish

No Balance or Credit Balance (No Money Owed to Business or Customer has a Credit Balance)

  • Sales
  • Attached Customer
  • Payments
  • Deposit
  • Enter Amount
  • Check (or other form of payment)
  • Finish
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