Invoice: Partial Status

No

Functions/Actions

Description

1

Edit

Enable users to edit the Due Date field of the partial invoice.

💡No other invoice fields will be editable in a partial invoice.

2

Void

Enable users to void the partial invoice.

A dialog box will pop up asking the users to confirm the voiding:

Select OK to proceed with voiding the partial invoice or select Cancel or X to exit the voiding and go back to the partial invoice.

💡This action will void the corresponding Sales order. For more information, see Invoices’ Impact on Sales receipts, Transaction timelines and Inventory.

3

Make Payment

Changes the invoice’s status from Partial to Paid. [If payment made does not add up to full invoice amount, invoice status remains Partial]

When users select Make Payment, a dialog box will pop-up:

The three parts of this pop-up are:

• Invoice Detail
  • Customer Name: Display name of customer tagged to invoice
  • Invoice Amount: Display invoice amount
  • Outstanding Amount: Display outstanding amount to be paid
• Payment Detail
  • Payment Amount*: Users will enter the amount to be paid towards the invoice’s outstanding amount

                              💡This field will display total outstanding amount by default

• Payment Type*: Users will select a payment type for the payment to be made

                              💡Only payment types that have been created in the  

                                    backend portal will appear as a dropdown option. For 

                                    more information, see 9.3 Payment Types of the EPOS V5 

                                    BACKEND MANUAL.

• Payment Date*: Users will select a date of payment for the invoice

• Reference : Enable users to add in any notes/terms [if any]

Select Cancel Payment to close this pop-up (without recording a payment) or select Confirm Payment to record the partial/full payment.

💡This action will add a partial/full payment to the corresponding sales order. For more information, see Invoices’ Impact on Sales receipts, Transaction timelines and Inventory.

4

Email To customer

Enable users to send a PDF version of the partial invoice to the customer.

5

Export to PDF

A PDF version of the partial invoice will automatically be downloaded into the user’s computer.

6

View Receipt

Enable users to view the Sales order related to the partial invoice.