Purpose: To enter a payment against a product sale.
Launch Point: This routine can be launched from the following location(s):
•Names or Firms → File Maintenance → Routines Drop-Down Menu →
•Names or Firms → File Maintenance → Products Tab → Context Menu on Product Details Grid →
•Utilities → Routines → Cash Receipts → Cash Receipts Batch Entry
•Events → File Maintenance → Course Sale Tab → Context Menu on Grid →
Example: When the routine is launched a window will open
By default, only those sales with a balance due will be displayed. If you wish to view all of the product sales for this person/firm regardless of the amount due, select the Show All Orders radio button in the upper right hand corner.
In the Payment column, enter the payment amount(s) for all sales being paid at this time. If any of the payment is to be made by using Money on Account, enter that amount in the appropriate field on the left under the grid.
Note: the amount of available Money on Account will be shown. You can not enter an amount that exceeds either the available amount or the total amount to be paid on the sales.
Note: if the product sale has not been entered into the system previously, it can be added from this window by clicking the Product Sale button in the lower left of the window.
When all the payment(s) have been added, click OK to continue.
If the routine is launched from Names or Fims File Maintenance, you will be required to enter a credit card for the payment unless the full amount to be paid was applied from Money on Account.
