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#1 01-11-2019 14:59:49

polarize
Member
Registered: 11-15-2004
Posts: 235

Payment on Account Balance

Hello,

Is there a way in K9 to apply a check which covers multiple invoices towards account balance?  Eaxmple as follows....

Invoice 1 = $238.40
Invoice 2 = $314.85
Invoice 3 = $592.76

Total Customer Balance $1,146.01

Received a check from customer to apply on account for $1,000.00

How would we enter this check into K9?

Thanks smile


Using Kryptronic K9! smile
Previous Versions:
ClickCartPro 8
ClickCartPro 7
ClickCartPro 6
ClickCartPro 5.1

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#2 01-28-2019 14:40:49

redmanstudios
Kryptronic Staff
Registered: 11-10-2003
Posts: 387

Re: Payment on Account Balance

it's really easy.
disclaimer: this will not cover QBWC and if you accounts are mapped properly.

Just go to the oldest invoice and receive payment , you will apply the total order balance to that.  enter the check number and select check payment.

repeat until you get the 3rd order .  since you have not received enough to pay in full just enter the amount that is left after paying the previous 2 invoices.   Select check and enter the check number just like before.

and that's it.  now you will have a partial payment on the 3rd order .  just apply the remaining amount when the next check arrives.

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#3 01-28-2019 14:52:35

polarize
Member
Registered: 11-15-2004
Posts: 235

Re: Payment on Account Balance

Hello redmanstudios,

That's how we are currently doing payments in K9.  We hope that a future release might include a payment allocation function that will allow to have the payment fill down from the oldest invoice towards the balance on the newest with the option to choose a specific invoice.  By doing one invoice at a time and moving forward manually is time consuming and prone to human math errors. This might look good inside of customer viewer.

We also noticed that invoice numbers in K9 transfer to QB but QB assigns it's own anyway making statements a bit confusing.  It would be nice if some kind of reference to the K9 invoice number would pass through QB to print on statements but seems limited.  Statements in K9 would likely be the best solution as a feature.

Thanks for commenting smile


Using Kryptronic K9! smile
Previous Versions:
ClickCartPro 8
ClickCartPro 7
ClickCartPro 6
ClickCartPro 5.1

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#4 01-29-2019 07:52:00

webmaster
Administrator
From: York, PA
Registered: 04-20-2001
Posts: 19202
Website

Re: Payment on Account Balance

We have a new extension module that is available for K9 named 'Multiple Payment Entry'.  Then module lists all accounts with unpaid balances and once you select an account to work with, allows you to apply a single payment against multiple orders.  Contact the custom shop to have this installed.


Nick Hendler

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