You’ll configure and apply payment to the Sales Order on the Apply Payment page.
The Contact or Account you selected previously when creating the Sales Order will automatically be provided in the Account/Contact field in the Customer Information section.
You can click the X in this field to remove the current Account or Contact. Provide text in the Account/Contact field and select an Account or Contact from the results generated.
If the Account or Contact paying the Sales Order has any credit, it will display under Available Credit.
Any credit applied to the order will display under Credit Applied, and any payment applied displays under Payment Applied.
The Payment Section is where you will configure the payment method for the order using the following fields.
Payment Type: Select the payment method you want to apply to the Sales Order. You can choose from Offline payment methods, Saved Payment Methods, Credit Card, eCheck, or any other payment methods available to your org.
Reference Number: Provide a reference number for offline payments. This field is only active for Offline payments.
Batch: You can search for a Batch record to apply to your order in this field.
Deposit Account: The default deposit account populated from the Business Group.
Payment Date: The date of payment. By default it is set to the current date.
Posted Date: The date the order was posted. By default it is set to the current date.
Order Information is where you will manage how credit and payment gets applied to your order and individual line items in your order.
Tax and Shipping lines are not displayed as a separate line item or detail in the table.
The table displays the information on your order with the following columns:
Order #: The order number.
Type: The type of order (Sales Order, Invoice, Proforma).
Items: The Items included in the order.
Due Date: The date payment is due on the order.
Balance Due: The total calculated amount from the order that is due for payment.
Current Due: The amount currently due. If the order is an Invoice with installments, it will display any Past Due balances combined with the Next Payment Due. Otherwise, this field will reflect the balance in the Balance Due field.
Credit Applied: Displays any credit that has been applied to the order. By default, it will reflect $0.00. Credit must be manually typed in this field to apply to the order, and the Payment field must be manually adjusted to reflect the applied credit amount.
Payment: Displays the amount of payment applied to the order. It will automatically apply the amount in the Current Due field. Any amount typed in the Credit Applied field must be manually applied to the amount in the Payment field.
Payment and Credit Applied Fields:
The Override, Payment and Credit Applied fields enable you to manipulate the way payment is applied to your order.
By default, the Credit Applied field displays $0.00, and the Payment field applies the sum total of the order’s Current Due field.
You can apply a Partial Payment to the order by editing the amount in the Payment field.
Click the Payment field and use the counter to adjust the amount. You can also delete the current amount in the field and type your desired payment amount.
The Remaining Balance field at the bottom of the page will calculate the remaining balance on the order.
You can also cancel out the amount in this field by Providing a negative number.
You can edit the amount in the Credit Applied field up to the credit amount designated in the Invoice Overpayment Credit Memo Field on the Business Group. Once you surpass that amount, you will receive an error message “The number is too high.“
You can also cancel out the amount in this field by typing a negative number.
After providing the amount of credit you wish to apply, you must then manually update the Payment field to reflect the new balance and avoid an overpayment. For example, if the Credit Applied field reflects a balance of $10.00, subtract $10.00 from the Payment field.
When the Override checkbox is enabled, the Credit Applied and Payment fields are disabled. The Payment fields for the individual rows in the table become editable.
Type the amount you want to apply toward each row in the Payment fields.
If you would like to apply a memo to the order, type your text in the Memo field.
The Summary section depicts a summary of your order. This includes the following:
Balance Due: The total calculated amount from all orders in the table.
Payments: The total amount of payment being applied. This will match the Payment field at the top of the table.
Credit Applied: The total amount of credit being applied to the order. This will match the Credit Applied field at the top of the table. By default it will display $0.00.
Credit Memo: If there is an overpayment, this field displays the amount being overpaid that will be credited as a Credit Memo towards the Account/Contact.
Overpayment: If the overpayment exceeds the Credit Memo ceiling for the Business Group, the amount of overpayment that exceeds the Credit Memo will display in this field.
Write-off: If there is an underpayment, the amount of the underpayment that will be applied to an adjustment towards this order displays here.
The Business Group must be configured for automatic write-offs to generate a write-off for an underpayment.
Remaining Balance: This fields calculates the amounts from the other fields in the Summary and displays the remaining balance due on the order.
You can view individual order lines in more detail in the Order Drawer by clicking the < button in the left-most column in the table. This will open a drawer displaying the items in the order row by row in a table.
The table display information on the individual items in your order with the following columns:
Prioritization: If an Item has a Payment Priority number, it will display here. If not, this field will remain empty.
Name: Displays the Item’s name.
Balance Due: Displays the Balance Due for each order line as drawn from the order’s Sales Order Lines.
Credit Applied: Displays any credit applied to this specific order.
Payment: Displays any payment applied to this specific order.
Like the Summary section on the main screen, there is a Summary section in the Order Drawer as well. It reflects the Balance Due, Payment, and any credit, overpayment, Credit Memos, or write-offs for this particular order.
The Remaining Balance reflects any remaining balance against the items in the table as well.
If the Override field is checked when you open the Order Drawer, the Payment fields for each row will be editable.
Type your desired payment amount for each item in the Payment fields.
The Remaining Balance field will adjust based on the amounts you provided.
Click Save to apply the new Payment amounts to the full order. Click Cancel to cancel these amounts and return to the main view.
Advanced Settings are located at the top of the page next to the Close and Apply Payment buttons. You can use this setting to switch to a different Store and in turn switch to a different set of Payment Types.
Click Advanced Settings to open the Advanced Settings modal.
Select a store from the Store picklist. You will be able to choose from all of the stores available to the related Business Group for the order.
Click Save to apply your settings. The Payment Types available for the newly selected store will be available in the Payment Section.
Finish and Apply Payment:
When you’re ready, click Apply Payment at the top of the page to apply payment.
Offline Payment Method:
If an Offline Payment Type is selected, the payment will be finalized when you click Apply Payment. The Receipt and Receipt Lines for the order will get generated and you will be redirected to the order’s Receipt record page.
Online Payment Method:
If an Online Payment Type is selected, the Apply Payment modal will open when you click Apply Payment.
The modal contents will vary depending on the Payment Type you selected. In this example, Credit Card was selected. Provide your customer’s payment information in the modal fields as directed.
Free Subscription With Required Auto-Renew - Checkout:
When purchasing a free Subscription that is required to renew automatically into a paid Subscription, a saved Payment Method is required for checkout. This saved Payment Method will be charged upon auto-renewal into the paid Subscription.
The following payment methods are unavailable in this instance since the payment method needs to be saved for the future:
Click Process Payment to complete the payment. The customer will be charged and you will be redirected to the Receipt page.