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 Taking Payments on Account

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Posted by drweld

Taking Payments on Account

What's the correct way to mark payments on someones credit account in Easify?

For example, a customer has 5 outstanding invoices, of which 3 are due because they are past 30 days old but the other 2 are not.

Can just add a payment to the account and let the software sort it out for me, bit like what sage does or must i go to each order individually and mark whether that specific order has been paid or not?

Posted by Alison

Re: Taking Payments on Account

The payments would have to be allocated to each order accordingly - so you would have to go to each order and enter the payment for that order. You cannot add a payment to a customer's account.

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