Enter Amount of Payment Received/Credit Issued

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Overview

Images of the Screen

Enter Amount of Payment Received screen

Enter Amount of Credit Issued screen

 

How to Log a Payment by Check

  1. Open the Enter Amount of Payment Received screen by going to one of the following program locations:

Main Menu> Process My Orders > View and Process My Orders > Payment tab

Main Menu> Create a New Order > For a New or Existing Customer > Payment tab

Main Menu > Process My Orders > Multi-Order Processor

  1. Navigate to or select the desired order.
  2. Click Log Transaction , Log Payment-Credit, or Log $ button.
  3. Select the Payment Method of Check.
  4. Enter the amount of the check in the Amount field.
  5. The program enters the current date in the Date field, but it can be changed if you like.
  6. Enter the check number in the Check # field.

  7. Click OK.

How to Log a Credit Repaid to a Customer by Check

  1. Print the check from your accounting software package first so the check number can be recorded at this time.
  2. Open the Enter Amount of Credit Issued screen by going to:

Main Menu > Process My Orders > View and Process My Orders > Payment tab

  1. Navigate to or select the related order.
  2. Click Log Transaction.
  3. Select the Payment Method of Check.
  4. Enter the amount of the check in the Amount field.
  5. The program enters the current date in the Date field, but it can be changed if you like.
  6. Enter the check number in the Check # field.

  7. Click OK.

Additional Information

Store Credit

Multi-Order Processor

Process Orders

 

Created: 6/2/12

Revised: 11/6/12

Published: 04/14/16