Payment method: Advance payments
1. Click on a customer
Click on a customer in the center dashboard.
Alternatively, you can search for a customer or go to the customer list and select one there.
2. Make sure the cash office is selected
Make sure the cash office is visible. If it's not, click on the "Cash office" button.
3. Click on Pay
Click on the "Pay" button to proceed to the payment of the invoice.
4. Payment window
The payment window will open, here you can decide how the invoice is paid.
You can use multiple payment methods for the same invoice.
Example: a customer can use a combination of advance payment, cash in EUR, cash in USD, and a credit card to pay the same invoice.
5. payment method: advance payments.
Learn how to add advance payments for a customer here.
The Yellow icon next to the "Adv. payment" button means that there are funds available in the advance payments from the customer.
The whole invoice is paid using only the advance payment method
Make sure the payment method "Adv. payment" is selected.
Click on the amount in the white box left of the currency (in this example €1444.00).
Click on the currency button (in this example EUR).
Now you can see on the right side that this amount has been paid in the selected currency. You can also see the conversion rate that was used.
In the white box you can see how much is left to pay for the invoice (in this example €0,00 because the whole invoice was paid with the EUR currency).
6. Combining multiple payment methods
You can use mutliple payment methods as well to pay an invoice.
Example: The invoice is EUR 1000,00. EUR 500,00 is paid with an advance payment, then EUR 100,00 is paid in cash and the last EUR 400,00 is paid using the credit card method.
7. Preview an invoice
You can click on the "Preview" button to get a preview of the invoice. This can be used to show the customer the invoice before confirming the payment.
A preview invoice contains a watermark to show it's not an official invoice. The watermark can be set in the branch settings. To learn how, click here.
8. Pay the invoice
When all the needed payment methods are added, you can click on the "Pay Bill" button to create an official invoice.
After clicking the "Pay bill" button, the shopping cart will be empty again and an invoice is created.
9. The "Checkout" checkbox
To save time, you can select the "Checkout" box if the customer is checking out immediately after paying the invoice. When you click the "Pay Bill" button, the system will automatically check the customer out.
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