Apply Payment

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Overview

The Apply Payment screen is opened by the Apply Payment link on the Customers>Orders & Transactions tab

This screen is used to record a payment made by check, purchase order, etc. A note is not written in the order when a payment is applied here. To see the payment, select View Payment Data on the Payment tab.

To access this screen go to one of the following locations:

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

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

Description of the screen

Amount of Payment

• enter the amount being paid in this field

Payment Method

• select the appropriate form of payment from the list

Check #

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

Allocate Amounts

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

Save Payments

• select this when all payment data is entered

Cancel

• select this to leave the Apply Payments screen without recording any payments

List of Orders

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

Amt. Due

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

Amt. to Apply

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

Order #

• displays the Monsoon Order Manager order number

Order Date

• 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:6/29/15

Published: 08/19/15