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Click the Enter Payment button to receive money.
Select a Tender (required field) from the drop-down.
The value pre-entered in the Amount field is always be the total amount required to pay the Invoice in full. The amount can be changed manually.
Use the Calculate 50% button to quickly take payment for half the Invoice.
Also called the "receipts" screen.
Updates values in the Line Item Entry screen (immediately below this window) to reflect the current value in the Amount field.
Useful to see the remaining balance if the amount tendered is less than the full Invoice.
Inserts half the current value of the Amount field back into the Amount field.
When the Receipts screen first appears, the Amount field equals the full value of the Invoice.
The date payment was entered.
If manually typing in the date, enter it as MM/DD/YYYY, otherwise use the calendar icon.
The amount of money the customer is applying to the Invoice.
Defaults to the full value of the Invoice.
Mandatory, MUST contain a value.
Items in the list can be modified using the Edit… feature at the bottom of the list.
Dollar values on the Payment Report are grouped together based on the selection of the Tender field.
When a non-taxable deposit is applied to an Invoice, FrameReady automatically enters the Tender as “Deposit”.
Note: The spelling of ‘Gift Cert’, ‘Store Credit’, and ‘Refund – Store Credit’ should not be changed as these are scripted to update the Gift Certificates file.
There are certain terms in the Tender field which are important and should not be changed.
Refund - Store Credit, creates a new record in the Gift Certificate / Store Credit file for the customer receiving the credit.
Store Credit & Gift Cert, when used in conjunction with the Reference # field will search for a credit the Gift Certificate / Store Credit file and apply it the current invoice. If the only part of the credit is used then a new store credit will be issued for the balance.
All other terms in the Tender field simply indicate how the transaction was concluded.
Use to record a check number, credit card authorization number, gift certificate number, or store credit, etc.
Up to 5 digits of this field will display on the printed one-part invoice.
In the Receipts window, the label reads: To Calculate Change Enter Amount Given Here
The Cash Tendered field is used to calculate the change required for a cash transaction. The Amount of Payment field must be entered prior to entering the Cash Tendered. The Cash Tendered must be greater than the Amount or an error message will occur. This field is not used on any reports. The Change field will display the difference between the Cash Tendered and the Amount of Payment fields.
The option to round change to the nearest nickel when a customer pays with cash. The rules for rounding follow the recommendation of the Canadian Retail Association.
Exits the screen and return to Line Item Entry screen.
Exits the screen and return to Invoice form view.
Also runs a script to remove Products from inventory, update totals & total balance due, mark Work Orders as “Posted”, enter artists to the customer’s record and update all related files.
Exits the screen and return to Invoice list view.
Also runs a script to remove Products from inventory, update totals & total balance due, mark Work Orders as “Posted”, enter artists to the customer’s record and update all related files.
Exits the screen, returns to Invoice form view, an Invoice print preview appears.
Also runs a script to remove Products from inventory, update totals & total balance due, mark Work Orders as “Posted”, enter artists to the customer’s record and update all related files.
Exits the screen, returns to Invoice form view, a Receipt is immediately printed.
Also runs a script to remove Products from inventory, update totals & total balance due, mark Work Orders as “Posted”, enter artists to the customer’s record and update all related files.
Returns to Line Item Entry screen.