Payments in Quote and Invoice Management
The article covers how to take a customer payment for against a Proforma Invoice. Please note that payments can only be applied to quotes once they are in the Proforma Invoice status. This tells the system that the customer has accepted the quote and therefore payments can be applied to it. You can take payments in multiple parts or pay in full up until the Invoice value.
Payments taken against Proforma invoices are applied to that specific proforma and cant be used against other invoices.
How to take a Payment in Quote and Invoice Management
- Open the Quote and Invoice Management Screen
- Find the Proforma Invoice you want to take payment against.
- Click on Customer Payments
- If Customer Payments is disabled, the invoice is not of the correct status.
- The Subtotal screen will then appear and in Proforma payment, type in the amount the customer wishes to against this Proforma in the Proforma Payment amount box.
- Then select the payment method the customer wishes to use.
Note: that you cannot perform split payments, so if a customer wishes to do a split payment you will need to process 2 separate payments. - Then click on OK.
- The payment receipt will then be produced.
Customer Proforma Payment Total
At the top of the Customer Screen, the Proforma Payments box shows the Customer's total Payments made to Proforma Invoices.
Once a Proforma has been has been invoiced, the payments no longer appear in the Proforma Payments total.
Double Click the Proforma Payments box to view a list of Proforma Payments and their corresponding Quote.
Once a Proforma has been has been invoiced, the payments no longer appear in the Proforma Payments total.
Double Click the Proforma Payments box to view a list of Proforma Payments and their corresponding Quote.
In the list of Proforma Payments, double click a payment to open the Proforma Invoice in Quote and Invoice Management.
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