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Recording an A/R Payment

  1. Add the customer account to a new ticket on the Register page.
  2. Type in the total amount of the payment into the Register search bar. In this example, the payment will be a $50.90 check.
  1. Click the "Payment" button on the right side of the Register page.
  1. What happens next depends on your store's configuration. On stores set up to allocate payments to specific invoices, the Apply Payment table appears with a list of the customer's invoices — click into the Apply field of the invoice you would like to pay and type in the total of the payment you received. (Other stores simply prompt for a payment description — enter one and skip to step 6.)

Info

VMX will automatically populate the payment amount for you! You can change the amount or simply click out of the "Apply" field to keep the automated amount.

  1. Click the blue "Continue" button.
  2. Type the total into the Register search bar again and select the type of tender your customer would like to pay with. In this example, I would select the "$ - Check" button, since the payment on account is being paid via check.
  3. Complete your sale! The new balance due by your customer should be beneath their name on the Register screen.

Overpayments become Open Credit

If the payment is more than the customer's invoices, the extra is held on their account as Open Credit and applies to future invoices. Need to hand it back instead, or undo a payment recorded by mistake? See Fixing A/R Mistakes.