Invoicing
his is where users can view the customer's current balance on terms orders as well as shows their active payemtns on those orders.
The unapplied balance reflects the amount that they still owe on their terms order, whereas the amount invoiced reflect the amount that's been paid on the terms order.
Similar to customer lookups , users can quickly look up payments on this page by either using the Search function or one of the various filters/sorting functions located to the right of the search bar.
Admins can also record additional payments on the customer's account. In order to record a payment, the user will need the amount that they want to apply as well as the check information.
Lastly, Admins are able to determine how soon the payments are due on Terms orders here.
It's here that staff are able to select from any of the 5 options:
- No terms) - Default setting for customers who don't have active terms orders.
- Net 15 - The customer must complete payment within 15 days.
- Net 30 - The customer must complete payment within 30 days.
- Net 45 - The customer must complete payment within 45 days.
- Net 60 - The customer must complete payment within 60 days.
Lastly, an Admin can also choose to set an invoicing limit or to place an invoicing hold on the customer (credit hold).