Including Payment Details on an Invoice
Note: Invoices are not currently designed to display payment details. The options below are workarounds that some customers have found helpful.
To request additional product features, submit a Product Suggestion.
Using "Customer Order Number"
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On the Repair Order, click Invoice.
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On the Invoice Confirmation pop-up, select Method of payment >> enter payment details in the Customer Order Number field >> click Pay.
IMPORTANT - Assign Sales Class to invoice drop-down box:
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It is best to leave this option blank so that each item on the invoice will default to the Default Sales Class Code that you have previously assigned to it.
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If you make a selection in this drop-down, it will assign the selected Sales Class to the ENTIRE invoice. This will create accounting problems if you export data to QuickBooks.
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On the printed invoice, the Cust Ord no will display the payment details.
Using "Pay Later"
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On the Repair Order, click Invoice.
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On the Invoice Confirmation pop-up, select Method of payment >> click Pay Later.
IMPORTANT - Assign Sales Class to invoice drop-down box:
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It is best to leave this option blank so that each item on the invoice will default to the Default Sales Class Code that you have previously assigned to it.
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If you make a selection in this drop-down, it will assign the selected Sales Class to the ENTIRE invoice. This will create accounting problems if you export data to QuickBooks.
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Print the invoice that appears in the pop-up window >> click Pay on the work screen.
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On the Home screen:
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Select Method of payment.
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In Details, enter payment information.
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Check the Print Receipt box.
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Verify the Payment Amount and the amount allocated to the invoice is correct.
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Notes:
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Show All Outstanding Transactions will quickly display any additional open balances that may need to payed at the same time.
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Automatically Allocate Payments will distribute the total payment amount amongst the open balances, starting at the top of list.
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Click Pay.
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Print the receipt and staple it to the invoice.
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Note: Any Payment Reference information you have entered will be displayed on the receipt.
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