Invoice Payments - Manual Entry

To keep track of open orders with Pending Payments due or Receivables, open the order and click on the Payments tab as shown below:

To add a payment, just click on the Add Payment button and you will get a modal window aka popup to enter your payment(s) as show below:

Then enter your payment info:

Once you are finished entering your payment information, just click on the Add Payment bottom in the bottom right of the modal screen. 

You will then be returned to the root information tab in the order view screen.  To verify the balance due, just click on the Payments tab to view any payments and the balance due.

We have a paid add-on for automatically entering payments for the following payment methods:

• PayPal
• Braintree Payments
• Stripe
• M2E Payment (Ebay)

This module will automatically enter the Date, Payment Amount, and Payment Method for you.  This saves you time with your basic accounting tasks and will make sure these methods post when a successful customer checkout occurs with one of the mentioned payment methods.  Additionally, the order won't appear on the aging receivables PDF report leaving only the outstanding orders with a balance due to track.

New for June 2024

We've now added a total payments block in the Order View / Payments Tab, as shown above in blue.  This block will also display the amount due if the Invoice still has an open balance.  Paid off or Auto-Post invoices will show zero dollar balance.

For more information on the new add-on, click here.

Questions?  

Contact us via your DSNW Support widget in the admin.