Steps
- Find the customer. Open Contacts › Customers and search for the customer. The Total Sale Due column shows what they owe.
- Open Pay. Click Actions on their row and choose Pay. The pay window opens with their totals.
- Enter the amount. Type the Amount received. It can be part of the balance, but not more than the total due shown under it.
- Set date and method. Set Paid on to the day you got the money and choose the Payment Method: Cash, Card, Cheque, Bank Transfer or a custom method.
- Pick the account. If you use Payment Accounts, choose the Payment Account the money goes into, such as your bank or cash account.
- Add a note and save. Attach Document for a remittance slip if you like, add a Payment Note, and click Save.
- Check the ledger. Open the customer's Ledger tab. The payment appears and Balance due drops by the amount.
How the payment is applied
SeroPOS pays off the opening balance and unpaid invoices oldest first until the amount runs out. Held sales and quotations aren't debts, so the payment never lands on them. To pay one specific invoice instead, use Add payment on that sale in Sell › All Sales or Receive Payment.
Frequently asked questions
How do I record a customer paying their house account?
Use Contacts › Customers › Actions › Pay. Enter the amount, method and date and save. It settles their oldest unpaid charges first, and the ledger and Dashboard Invoice due update straight away.
The customer is owed money for a return. How do I pay it out?
When a customer has a sell return due, Actions shows Pay Sell Return Due as well as Pay. Use it to record the refund you give them, so the return balance clears.