Apply Payment

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Overview

• The Apply Payment screen synonymous with the Microsoft Access Form object or graphical user interface (GUI) is opened by the Apply Payment button on the Customers>Orders & Transactions entry of the Accordion Menu.

• This screen is used to log, or apply, a payment made by check, purchase order, etc.

• To access this screen go to:

Main Menu>What would you like to do?>Manage My Customers>Orders & Transactions>Apply Payment Button

Main Menu>Manage My Customers>View & Manage My Customers>Orders & Transactions>Apply Payment Button

Description of the Screen

Amount of Payment Field

• enter the amount being paid in this field

Payment Method Drop-down List

• select to "left-click" the mouse on an object, usually a row in a table, in the context of Monsoon OMS documentation the appropriate form of payment from the list

Check # Field

• if paying by check, enter the customer's check number in this field

Allocate Amounts Button

• to split the payment across several orders, click this button

Save Payments Button

• when finished entering data, click this button to apply the payments

Cancel Button

• click this button to leave the Apply Payments screen without making any changes to payments

List of Orders Section

• this section shows a list of all of the customer's orders that have a Balance Due

Amt. Due Column

• this column contains the amount due on each order with an outstanding balance

Amt. to Apply Column

• to manually allocate a portion of the payment amount to multiple orders, enter the amount to apply against each order in this column

Order # Column

• displays the SEOM order number

Order Date Column

• displays the date the order was placed

Name Column

• displays the customer's name

Company Column

• displays the customer's company name, if any

Created: 3/9/12

Revised: 3/16/12

Published: 04/13/16