Product Support

Applying Payments to Unposted Invoices and Counter Sales


To apply a payment:

  • To make a payment to a repair order before saving it as an invoice, use the Take Deposit button.

  • To make a payment to counter sales or invoices use the Cashier button.

    • Orders must be cashiered before they can be posted.

  • Note: Remembert to add Cost and Flagged Hours information for each line item on the invoice.


To apply a payment on an unposted invoice or counter sale with an outstanding balance:

  1. From the Main shortcut bar, select Work in Progress, Saved Estimates.

  2. On the Work in Progress tab, select the invoice or counter sale and click Edit.

  3. On the Invoice or Counter Sale window, click Cashier.

    • Result: An Apply Payment window displays.

  4. From the Payment Type drop-list, select Cash, Credit Card, Check, Debit or Other.

  5. Enter any options to go with the payment type (i.e. check number, authorization number, credit card type, expiration date, etc.)

  6. From the Payment Date drop-down calendar, select the date of payment.

    • It defaults to the current date.

  7. In the Payment field, type the amount of the payment.

  8. Click Print Receipt to print a receipt.

  9. Click Apply.

    • Result: The Amount Received and Balance Due fields reflect the payment amount.

  10. If a balance remains, click the Close button when you are finished.

    • Result: The Apply Payment window closes and a reminder message about posting the invoice displays.

  11. When an invoice is fully paid, the Payment Record window closes and the reminder messages display for printing the receipt and posting the invoice.

    • If you choose NOT to post the invoice, it will display on the Cashiered tab on the Work in Progress window.