How to Post a Payment on an Order

Payment can be posted while viewing an order in Order Entry. Payment options include Cash, Check, and Credit. If your company is set up using RFMS Credit Card Services please refer to these articles about how to process payment using a credit card.

How To:

  1. While viewing an order, tap the Payment button, payment button - Copy.png.
  2. Enter the payment amount.
  3. Select the method of payment.
  4. Select the Receipt Account
  5. Fill in the Check # if payment method is Check, or enter the Authorization Code if payment method is Credit.
  6. Tap Post to send payment.

The balance due will be updated immediately. The Invoice PDF can optionally include payments that have been made.

Customize PDF Show Payments Option

show payments customize pdf.png

History of Payments Displayed on PDF

payment history on pdf.png

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