Allocate a part payment against a customer or supplier invoice

This guide will show you how to allocate a part payment against an invoice, for instances where a customer is wanting pay off an invoice over time.

If the customer is a cash customer (Account Info is CASH), the invoice type will need to be changed to ACCOUNT. This enables the invoice to be processed with a balance due amount, which can be paid off in the future.

Once the invoice has been processed, it will show a Balance Due amount. You can then allocate the part payment against the invoice to reduce the balance.

1. Click on the ‘+’ icon located to the right of the main search bar in Workshop Software and select Customer Payment from the dropdown menu:

2. Search for the customer and double click to select:

3. Click on the green search icon to bring up a list of invoices with outstanding balances:

4. Click on the invoice to be paid. Then click on the green ‘Select’ button

Please note: that only processed invoice(s) will appear on the list.

 

5. Enter the payment details:

    • Change post date if necessary
    • Click into the Applied Amount field to enter the amount being paid
    • Select the Payment Method
    • Click the green ‘Apply’ button
    • Click the blue ‘Process’ button to process the payment

6. The invoice details will now show the amount of the invoice and the balance owing:

 

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