How To: Enter more than one payment method on a Sales Order

If a customer wishes to use more than one payment method for their order then additional payment lines can be added to the Payment grid.

  1. Either create a new sales order or locate an existing sales order.
    Note: to edit an existing sales order, it must be in an editable stage of the [ Sales Invoice Manager ].
  2. Open the [ Sales Order | Detail | Payment ] tab.
  3. Press Alt+E or click the green triangle icon is the buttonbar's EDIT button to enter edit mode.
  4. Tick the Manual Payment check box.
  5. For each required payment:
    1. Focus in the Payment Type field, press F4 and select the required payment type (i.e. Cash, Chq, Card etc...)
    2. Enter the amount for the payment into the Amount field.
    3. Enter the payment details on the right of the grid if necessary (i.e. Cheque, Card etc...)
    4. Click BtnNewItemOld.jpg above the Payment Line grid to add another payment line if required.
  6. Press Ctrl+S or click the disk icon is the button bar's SAVE button to save the order
Notes:
  1. Where Gift Vouchers are used in conjunction with other payment methods, the voucher payment must appear before other types of payment, otherwise Gift Voucher verification will not work.
  2. if one of the payment methods is credit card this may require pre-authorising or authorising depending on your business procedures, see How To: Enter Payment Details on a Sales Order.

See Also


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