Point of Sale

HOW TO: Allocate a Payment to an Item on a Sales Order

To allocate a payment to items on your sales order, first create a new sale.

After your sales order is created and you’ve taken a payment, you will be prompted to allocate the payment to the items on the sales order.

If you do not want to allocate the payment evenly by % paid, you can edit the dollar amount or % of payment amount to each item.

Let’s say you want to pay off the Wyatt Veil, you would then allocate the total amount (tax included) by typing in $214.92 into the text box.
Next, you will need to zero out the amount that is currently in the Stevie item to see what the remaining balance is that I have to allocate (unless you want to do the math yourself).
Once that dollar amount is entered, click ‘Save Allocation‘

Your sales order will now reflect the remaining item balance for each item on the sales order.

Note: Items fully paid off on sales orders with outstanding balances will show up within reporting as follows:

Daily Payments Report: In order to match your processing batches, paid items will show on the date payment is made
Accrual Accounting Method Report: Will reflect the date items are picked up or sold out of stock or are serviced
Cash Accounting Method Report: Will reflect the date of transaction
Payment Journal Method Report: Will reflect the date payment is made