The sales order module allows for payments to be made against an invoice.

When a sales order is created and the goods allocated, payments can be made against the order, e.g.

• Deposit
• Partial payment
• Full invoice Payment

The amount of each payment is logged in the payment window for future reference.

All payments received are automatically deducted from the full invoice value and the paid column on the sales order overview screen is ticked (green).

Once the box is ticked and the record saved, the Sales Order Type automatically changes to “Full”  or “Partial” and the background colour for the order changes to pale green indicating that a payment has been made against the order.

Users can record payments against sales orders, track outstanding balances, and apply multiple payment methods, including credit cards, bank transfers, and cash.

The system allows for partial and full payments, ensuring flexibility in handling customer transactions.

Payment history is maintained for each sales order, enabling quick reference and reconciliation. The Payment Window also integrates with the invoicing system to automatically update payment statuses and generate receipts.

This feature helps businesses maintain accurate financial records and improve cash flow management.