User Guide for Receive Payments Screen
Overview: The "Receive Payments" screen in Odyssey allows users to process and record payments from customers. This guide will walk you through each section of the screen and how to use it.
Steps to Receive Payment
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Customer Selection
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Customer: Enter the customer's name or search for the customer using the search icon.
- Odyssey also allows to receive payment at a company or branch-level.
- Search customer by invoice: You can also search for the customer by entering the invoice number.
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Customer: Enter the customer's name or search for the customer using the search icon.
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Payment Details
- Amount received: Enter the amount of money received from the customer.
- Company: This field displays the company name automatically if the customer belongs to a company.
- Branch: This field displays the branch name automatically if the customer belongs to a branch.
- Payment date: Select the date the payment was received using the calendar icon.
- Payment method: Choose the payment method from the dropdown menu (e.g., Cash, Credit Card, Check).
- Reference No.: Enter any reference number associated with the payment (optional).
- Deposit funds to: Select the account where the payments will be deposited from the dropdown menu.
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Outstanding Invoices
- Filter by ID: Enter the invoice ID to filter the list of outstanding invoices.
- Filter by date: Use the start and end date fields to filter invoices by date range.
- Filter by customer: Search for outstanding invoices by entering the customer’s name.
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Credits
- This section will display any available credits that can be applied to the outstanding invoices.
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Total Amount
- Total amount: Displays the total amount received.
- Amount to apply: Displays the amount to be applied to outstanding invoices.
- Amount to credit: Displays any remaining amount to be credited.
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Actions
- Clear all: Click this button to clear all fields and reset the form.
- Save: Click this button to save the payment details and record the transaction.
Tips
- Ensure all mandatory fields marked with an asterisk (*) are filled out.
- Double-check the amount received and the payment method before saving.
- Use the filter options to quickly find the relevant outstanding invoices.
Odyssey's 'Receive payment' screen
User Guide for Receiving Payment with Existing Credit Memo
Overview: This guide details how to receive payments from a customer who has an existing credit memo on their account.
Steps to Receive Payment
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Customer Selection
- Customer: Search for and select the customer. In this example, "Odyssey Test Print Buyer Account" is selected.
- Search customer by invoice: This can be used to search by invoice number if needed.
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Payment Details
- Amount received: Enter the total amount received from the customer, e.g., $110.00.
- Payment date: Choose the date the payment was received using the calendar icon.
- Payment method: Select the payment method from the dropdown (e.g., Check).
- Reference No.: Enter a reference number for the payment, if available.
- Deposit funds to: Select the account where the funds will be deposited. (e.g., (1000) Cash in Bank)
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Outstanding Invoices
- The list of outstanding invoices for the customer will be displayed. In this example, there is one invoice with an open balance of $114.49.
- Filter options: You can filter the list by ID, date, or customer name if there are many outanding invoices listed.
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Credits
- Any existing credits for the customer will be shown in this section. In this example, there is a $10.00 credit available.
- To use the credit, select the checkbox to the left of the credit memo.
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Total Amount
- Total amount: Displays the total amount received (e.g., $110.00).
- Amount to apply: Displays the amount applied to the outstanding invoices.
- Amount to credit: Displays any remaining amount to be credited or applied from the credit memo.
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Actions
- Clear all: This button clears all fields and resets the form.
- Save: Click this button to save the payment details and record the transaction.
Tips
- Ensure all mandatory fields marked with an asterisk (*) are filled out.
- Use the credit memo balance effectively to reduce the outstanding balance.
- Double-check the total amount and distribution before saving the transaction.
Example of a customer with one outstanding invoice and one credit memo