CAS 311: Pre-Payment Function on Sales Orders

1 The register pre-payment function is used when the customer is paying for product but not taking said product with them (most commonly used for deliveries). It can also be used to take deposits for holding or pulling product. Deposits are non-refundable but will apply to their final purchase. 2 Create or navigate to an SO 3 It's easiest to double click on the total and hit "Ctrl + C" to copy the total amount 4 Click "Register Pre-Payment" 5 Click the "Payment Amount" field and hit "Ctrl + v" to paste the amount copied 6 It should apply and look like this. 7 Click the "Payment Journal" field. 8 Click "Genius TSYS - (American Stone Sales, Inc.)" and your store location for card payments. 9 If they are paying cash type in your store and select cash. 10 Make sure to select the correct warehouse that the product is coming out of. 11 If it is manual click here. How to: https://scribehow.com/shared/Accessaccountdetails_Workflow__abPyQbNzTjuH8rF1hou9hw 12 The customer is allowed to make partial payments. We also will commonly take deposits on items that will include extra labor like weighing boulders or other products. However, we need to make sure we have full payment before the product leaves the yard. 13 Click "Confirm" to make the payment. 14 Done!