Rules: Never turn a Invoice into a Credit nor a Credit into a Invoice. If a customer has overpaid or underpaid always ensure to leave the overpayment and or underpayment on the Payment itself.

If Cheque Payments are received, firstly check the Card to make sure that the Cheque details are on the Card before you enter the payment so that you can draw the Cheque Details onto the Payment.

Card general settings

Ifyou wish to write off a small variance to Discount whilst entering the customer payment see document Customer Payment Discount Feature on over and under payments through Customer Transactions.

If the Payment received is Equal to the total Value of the Open Items being paid

Log onto Readysell
Select Cards
Search and highlight the Card
Click on Status Tab in the Detail Area
Click on Customer Open Items
Drop Filter to show 'only outstanding Open items' in the detail area
Hold down the Control Key and Click on Each Open item that makes up the Payment
The Value on the 'Pay' actin button in the detail area will increase on each open item that you highlight
If the Value along side the "pay" action button is equal to the amount recieved
Click on 'Pay'
A Cutomer Payments window will appear with the Open items selected , date, $value of the payment, Cardid
Ensure the date to be the date on the Bank Statement if they are direct deposits, or todays date if they are cheques./eftpos/cash received
Check the customer card id,
Select the correct tender (must the tender that points to the bank the money is deposited into)
If the Tender is a Cheque Tender, Drop the Bank Account and select the bank details.
Enter a description
Enter a Payment Reference. The Payment reference must either be the Cheque Number if paying by Check, Something on the Bank Statement to reference back to the Payment.
Click on Finalise

If the Payment received is Over or Under but you do not wish to allocate Discount

Log onto Readysell
Select Cards
Search and highlight the Card
Right Clck on the Card, Highlight New and Select Customer Payments
A Customer Payments window will appear with the Open items selected , date, $value of the payment, Cardid
Ensure the date is the date on the Bank Statement if they are direct deposits, or todays date if they are cheques./eftpos/cash received
Check the customer card id,
Select the correct tender (must the tender that points to correct bank account )
If the Tender is a Cheque Tender, Drop the Bank Account and select the bank details.
Enter a description
Enter a Payment Reference. The Payment reference must either be the Cheque Number if paying by Check, if it is a Direct Deposit ensure that the Reference is a description off the Bank Statement.
Click on Finalise

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