Apply payments to sales

In the New Payment screen, you can enter payments you receive and enter withholdings that have been made.

  1. Do one of the following.
    • In the Sales screen, click Actions > Pay Invoice for the invoice to which you want to apply payment.

      Note: You can filter invoices by date, status, type, and sale point in the Sales screen.

    • In the Customers screen, select a customer. In the customer activity screen, click New Payment.

      Note: In the customer activity screen, click New Payment in the upper section of the screen to apply a prepayment to a customer's record. The customer record will show a negative balance in the customer activity screen, and the balance will be available to apply to invoices in the future.

  2. Enter the required information.
  3. Click Withholdings, select the type of withholding, and enter the required information, if applicable.
  4. Click Save.

For each payment, you can see the number of the receipt. You can specify whether you want to edit the number of the receipt (for each point of sale). The first time you use a Point of Sale for a receipt, OnBalance will prompt you to edit the receipt. You can edit the receipt at that time, or you can modify it in the Sales Options screen.

Once you save the payment information, a receipt automatically opens in a new tab in your browser. This receipt is a PDF document that lists detail of each payment made, such as invoices paid, payment methods, and withholdings. You can print the receipt or save it as a PDF file. You must have Adobe Reader installed on your computer to view and print the PDFs. If you have difficulty opening a PDF, you might need to download and install the latest version of the Adobe Reader from the Adobe Reader download site.

Note: All of the selected customer's outstanding invoices will be listed in this screen. If the amount received is greater than the amount of the invoice, you can apply the payment to other invoices listed.