Invoices

Take a Payment

Take a payment from a customer and apply it to an unpaid Invoice.

Locate or create an Invoice for the customer.
Click the Enter a Payment button.
The Receipts window appears.

Note: If the customer has Store Credit, then an alert appears and the Store Credits are listed:
Click in the Tender field.
Choose the appropriate Tender from the list.

If it is a check/cheque, or Gift Card, or Gift Certificate, then enter the number in the Reference field; otherwise leave blank.

To edit your Tender list, see: Tender Terms
The full Amount is always entered automatically.

Manually change the amount or click on the Calculate 50% button and FrameReady automatically adds a down payment for half.
Click one of the following:
- Done
- Done Go To Form View
- Done go to List View
- Done Print Invoice
- Done Print Receipt
- If the customer does not want to make a payment after all, then click Cancel.
You will now see the Invoice screen of the Invoice file.
- To print, click the Printer button (top right).
- To email a PDF of the Invoice, click the envelope (top right).
- To make changes to the invoice, click the Data Entry button (purple).
When finished, click the Main Menu button (top left).