PAYMENTS
How to Create a Payment
Go to Customer → Invoice Find and open the correct invoice you want to create a payment for Click Payment On the Received Payment screen: Select the correct payment method and division * If you want to process a payment with a credit card Check box ...
How to Reverse a Pre-Authorized transaction
Method 1: Reverse from the Pick Ticket • Open the Pick Ticket you want to reverse the pre-authorization for. • Click the Pre-Auth Reversal icon to reverse the transaction. Method 2: Reverse from Customer Credit Card History • Navigate to Customer ...
How to APPLY Credit Memo (CM)
How to apply Credit Memo – Cloud If there is an open credit memo for the customer you are creating an invoice for, There will be a pop-up message. If you are ready to process the payment and apply the credit memo, Click “YES” to view and apply the ...