Lab Exercise: Customer Payment

Creating a Customer Payment Video

After completing the previous lab, there should be two customer invoices in Sales > Transactions > Invoices: One for each of our two test customers.

If they are not already present, you can create either or both by performing the following steps:

Navigate to the Sales Orders window (Sales > Transactions > Sales Orders).
Select the record(s) that need(s) an invoice, and use the RUN PROCESS menu to select the "Create Shipment/Invoice" process.
Check only the "Invoice/Bill" box on the dialog. (The Shipment will have already been created earlier.)
Click the check mark button to create the record.

Lab should include: Print the invoices, then accept customer payment. (Invoices should already be available. If not, can create them by going to the sales order, and using the process to generate, check only the invoice box.)

Invoicing the Customer and Entering Payments

For this exercise, we will review and print the customer invoices, and accept payment.

The steps to do this are:

Review the invoices at Sales > Transactions > Invoices. Note the line items on the Line Detail tab
Complete the invoice records using the DOCUMENT ACTION button (if not already done)
Print the invoices (Printing one is sufficient, since we will not actually be sending to the customer.)
Navigate to the Customer Payments window (Sales > Transactions > Customer Payments)
Create a record and select customer "Melville Coffee" and bank account "Operating_Bank of America".
Click on the icon in the INVOICE field
Select the invoice that is waiting to be paid
Complete the entry using the DOCUMENT ACTION button

Additional:

Click on the POSTED button on the header record to see the posted transactions
Navigate to the Invoices window and note that the PAID box has been checked for each record where customer payment has been recorded