If you have a customer who has multiple open invoices and is looking to add a payment to their account and automatically allocate the payment, this is how you do it in the POS.
Pre-requisites: Client must have a credit limit and have open invoice(s) on their account.
- Select the Customer who is trying to add the payment to their invoices.
a. Our example account has multiple invoices open at this time.
2. Select "Details" on their customer card.
3. Click on the $ symbol on the top of their customer card.
4. Enter the amount they are going to be paying, for us it will be $1000 USD, and then select ADD.
5. Process the transaction as you would any other payment and select the Green Checkmark when complete
6. The payment has been completed and dispersed across their invoices.
As we can see below, the payment was dispersed to the open invoices we had.
