The payment section is the third section of the sales order screen. In this section, all the payments collected for this sales order are visible, and if there is any pending payment then Collect Payment button is also visible.

This payment section has 4 parts - Collect Payment, Create Delivery, Create Deposit Invoice, Create Itemised Invoice. The section are been explained below.

This payment section has 4 parts - Collect Payment, Create Delivery, Create Deposit Invoice, Create Itemised Invoice. The section are been explained below.

After clicking on Collect Payment, The screen shown above will open. Provide the Payment Mode Cash / Credit / Cheque / and more options. If Payment mode is credit card then select the Charge Type. If selected Charge type has %, it will automatically reflect in the Charge % box and Charge Amount is also calculated automatically. Customer, Currency and Voucher Amount will also come automatically based on the Sales Order. Total outstanding of that Customer (for all past sales) will show along with the date of last payment.

In all the green boxes, You can start typing to filter the available choices or press Shift + * to see first 10 choices.

When clicked on Create Delivery, The screen shown above will open. It will show the Customer, Delivery Name and Address for delivery, Delivery name will default to the customer name. Change the Delivery Name and Address as necessary.

This screen is for creating tax invoice for deposit, it will open up when “Create Deposit Invoice” button is clicked. This screen will create the invoice automatically, and it gives an opportunity to change the billing name and address. Amount of invoice will be calculated based on the following formula “Total payment collected” - “Total invoice amount”. This amount can be changed as necessary.

It will create full tax invoice with actual item details from the sales order. Can change the Billing Name and Address. Imp. Whenever user creates itemised invoice for a sales order, it will mark all past invoice for that sales order as cancelled.