If one of your clients wants to pay an extra amount or make a prepayment to reduce their balance faster or manage their debt strategically, the overpayment option offers a convenient solution.
This FAQ will show you the steps to follow to apply an overpayment or prepayment using this option, ensuring that these additional payments are allocated correctly.
Open the Point of Sale, select the client, products, and/or services, and proceed to checkout. Click on Receivable at the bottom of the Point of Sale. If you try to create another estimate with the same client, you will see that the Receivable icon is now red, as there is an amount in the client's account.
A related window will then open, allowing you to apply the amount paid by the client. If the client wishes to pay extra to cover future work, add this excess amount under Assign credit surplus to account (+). Select the payment method and click Send.
Once the day's closing has been completed, this amount will be transferred to the client's account.
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