The Finalise button is available in all modules that contain transactions that do not require shipment or invoicing, and works the same way in every module. Finalising a transaction completes and posts the original transaction, creates an open item, and posts the open item to the General Ledger.
The example below shows how the Finalise button is used to finalise a customer payment:
- In the navigation panel, go to Relationships then Payments.
- Locate a customer payment that you wish to finalise.
- Select the card ID of the customer who has made the payment.
- Enter the value of the payment received.
- Select the correct tender method.
- Enter a description for the payment.
- Click Finalise. This finalises the payment. Note that the payment may need to be allocated later on.