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Collect
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Payment
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After you create a field invoice, the payment detail fields display this information from the customer's invoice.
| Field | Description |
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Service Call | The ID of the service call that is associated with the payment. |
Customer | The customer number and name that are associated with the service call ID. |
Location | The customer location that is associated with the service call ID. |
Invoice Number | The number of the invoice that was created and that the payment is associated with. |
Subtotal | The amount of the invoice before taxes, if any, are applied. |
Total tax | The amount of tax that is applied to the invoice amount. |
Invoice Amount | The total amount of the invoice. |
On Account | The amount that is owed by the customer. This amount is recalculated each time that you enter a payment amount. |
Transaction Date | The date of the invoice and payment transaction. |
To collect payment:
- Select one or more types of payment. You can select more than one payment type, but you can enter only one amount for each type.
The amount from the On Account field is displayed in the Amount field for the payment type that you select. If you select more than one payment type, the amount from the On Account field is displayed in the Amount field for the first payment type that you select. Values in the amount fields for the various payment types change as you enter cash, check, and credit card amounts. The total amount of all payment types is calculated and then printed in the Amount Paid field on the customer's field invoice. - If you selected Cash, enter the amount that the customer paid in cash. Cash Amount is a required field.
- If you selected Check, enter the amount of the check and the check number. Check Amount and Check Number are required fields.
- If you selected Card, enter the amount paid by credit card in the Card Amount field and select the type of credit card in the Card Name field. Only card names that are set up in the Credit Card Setup window in Microsoft Dynamics GP and that can be accepted from customers are available.
- Based on your organization's policies and the application that is used by your organization to process credit cards, you might have to enter an authorization code that is returned from your credit card processor. If your organization requires an authorization code, your supervisor or another administrator in your organization will let you know if it must be supplied.
Select the Save icon to save information that you entered and to start processing the customer's payment.
Note If you select Close, a message is displayed and you can save and close, discard the changes, or continue editing.
- Select the Sync icon to update the invoice with the payment amount.
After you select the Save icon, you can send the invoice by email to the customer. Payment information and the amount due, if any, are calculated and displayed on the invoice.
Warning Don't remove the appointment from your device until the invoice is completed.
View
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Invoice and
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Payment Information
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You can view processed invoices, unprocessed invoices, or all invoices, along with a payment summary of each invoice, if payments are being collected.
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