To apply a partial payment, follow these steps:
Open the Work Order and go to the Finance tab.
Click Create Invoice.
Enter the partial amount you want to collect.
Select the payment method.
Save the payment.
This will record it as a partial payment, and the remaining balance will stay open.
When you’re ready to collect the rest:
Go to the Customer Profile.
Open the Unpaid Invoices section.
Select the invoice.
Enter the remaining amount and process the payment.
How can I delete payments, reverse invoices, and manage partial payments in ShopView?
Managing invoice payments in ShopView includes actions such as deleting payments, reversing invoices, and applying partial payments. Here’s a comprehensive guide to help you navigate these tasks efficiently.
Deleting a Payment and Reversing an Invoice
To delete a payment and reverse the invoice:
Open the Work Order.
On the left side, click the customer name to open the customer profile.
In the customer profile, go to the Payments section.
Find the payment linked to the invoice or work order number.
Delete the payment.
Go back to the Work Order.
Open the Finance tab > Click Reverse Invoice.
This will remove the payment and allow you to reverse the invoice successfully.
Important Notes:
If reversing an invoice displays a message stating that you must delete the payment first, ensure you remove the payment from the customer file before proceeding.
Unpaid invoices can be reversed directly from the Finance tab.
After reversing the invoice, uncomplete any lines if further changes are required.
Effects of Reversing an Invoice
Reversing an invoice has the following implications within ShopView:
The associated work order returns to the Completed status.
Reversing an invoice neither credits the customer’s account nor requires the work order to be rebuilt.
Applying Partial Payments After Deleting a Payment
To remove a previous payment and reapply a partial payment, follow these steps:
Delete the Existing Payment: - Open the customer profile, go to the Payments tab, and locate the payment applied to the target invoice. - Delete the payment.
Reverse the Invoice: - Open the linked invoice and select the Reverse Invoice option.
Recreate and Apply a Partial Payment: - Click the Create Invoice option to recreate it. - Select the desired payment method and enter the partial amount you wish to apply.
This process resets the invoice, allowing you to update it with the correct partial payment amount.
Add New Payment Method
To add a new payment method, go to Settings, select Payment Methods under Finance, and click on "New payment method" at the top right.
Conclusion
Mastering payment and invoice management in ShopView ensures accurate financial records and provides flexibility in handling customer transactions. By understanding how to delete payments, reverse invoices, and apply partial payments, you can maintain efficient workflows and correct errors as needed. If you encounter specific scenarios or errors while performing these tasks, consult the troubleshooting guide for further assistance.