- The customer Payment option will display all the details about the customer who has selected On Account during the payment process. A list of customers along with their payment information will be displayed.
- Click on the Customer Payment option and you will be redirected to a Customer Payment screen where you can search the customer payment details using filters like search by customer name, customer no., payment no., and amount. Also, you can filter by the from and to date.
- When you click on this icon, you can view details of the payment, like Pay number, date and time, invoice number, adjusted amount, and payment type. Please refer to the below screenshot:
- You can add a new payment, by clicking on the Add New button and you will be redirected to the Customer Payment Pop-Up. Please refer to the below screenshot:
Firstly, you must select the customer by clicking on the Search icon, which will display a list of all customers. Please refer to the below screenshot:
- You can also add a customer by clicking on the ‘Add Customer’ tab.
- The Customer Payment popup will now display the customer for whom you have chosen to make a payment. Please refer to the below screenshot:
- In the customer payment popup, the customer’s ID, payment number, amount, payment type, and other details will be shown.
- You need to enter the amount in the Amount field and click on Pay.
- Additionally, you have the option of making either a full or partial payment.
- In the customer popup, you can view the customer invoice number, Date and time, Pending Amount, and Adjusted Amount.
- If you have paid more than the actual amount then that amount will be shown in the Credited amount and you can use that credited amount whenever you want to adjust your payment.
- You can also make a new payment by clicking on the New Payment option.
- All of the payments made on each customer’s account will be shown in Customer Payment.