To make a payment toward a previous balance for the current and/or another customer:
1. Click the Pay Account button to view the Pay A/R popup.
2. If it is the current customer’s balance that they are paying, click YES for Pay Now and then select FULL or PARTIAL.
3. If the customer is making a payment toward another account’s balance, search for the customer account in the name and account fields provided, then select them from the drop down results. Pay Now will default to YES; adjust as needed.
4. If they are paying for multiple customers, scroll to the Add More button located below “other customer” #1 and repeat.
5. When ready, click ADD TO INVOICE to add these payments to the POS invoice screen. You can then continue to add items to their invoice or proceed to payment.
Please note:
- You will also be directed to the Pay A/R popup when you click any Previous Balance link. These are found on the POS screen, the payment screen, and the All in One Popup.
- You will also be directed to the Pay A/R popup when you click any Previous Balance link. These are found on the POS screen, the payment screen, and the All in One Popup.