How To: Process Part Credit Account Sales Orders
Table Of Contents
Use Remainder on A/C when a customer pays less than the full order value but you want to continue processing the order as though it has been paid in full. This prevents payment shortfall warnings and exceptions from being raised during processing.
Note: Credit card exceptions, such as Not Authorised, will still be displayed.
Before You Start
- Open a Sales Order. For help opening an order, see How To: Open a Sales Order screen (show me how).
- You can either create a new sales order or work with an existing one.
- To amend an existing order, it must be at a stage in the
[ Sales Invoice Manager ]where editing is allowed.
Apply a Part Payment and Put the Balance on Account
- Open the [ Sales Order | Detail | Payment ] tab.
- Press Alt+E or click Edit to enter edit mode.
- Tick Manual Payments and click OK when prompted.
- Enter the customer's payment using the appropriate payment option:
- Cash: Cash payments.
- Chq: Cheque payments.
- Card: Credit or debit card payments.
- Vch: Voucher payments.
- Stm't: Use available credit notes against the order.
For more information on payment methods, see How To: Enter Payment Details on a Sales Order. - Enter the amount paid by the customer.
- Tick Remainder on A/C.
- When prompted, enter REMAINDER and confirm.
- Press Ctrl+S or click Save to save the sales order.
Permissions Required
Users must have permission to use Remainder on A/C.
To enable this option:
- Open [ System Data | Others | Users ].
- Edit the user account.
- In the Special permissions section, ensure Restrict A/C Pay is unticked.
Additional Information
When Remainder on A/C is used, the unpaid balance is placed onto the customer's account. The order can then continue through the normal workflow without generating underpayment warnings, helping you process part-paid orders quickly and efficiently.