• From: USA, OH, Cincinnati
  • Registered: 11/08/2012
  • Posts: 39

Topic: Direct Invoice: How to post Invoice without payment?

Hi,

I posted my first Direct Invoice and the payment was applied automatically. Can someone please say what I must do to disable the auto-application of the payment? I would like to manually apply the payment later.

I've looked at the Wiki for 'Direct Sales Invoice' and have ensured the options for 'Allowed credit sale terms selection' and 'Allowed cash sale terms selection' are UNCHECKED.


Thanks,
Scott

swheeler's Website

  • joe
  • Administrator
  • Offline
  • Registered: 03/15/2007
  • Posts: 5,107

Re: Direct Invoice: How to post Invoice without payment?

Go into the pos setting (setup tab) for the user and change it here.

Joe

  • From: USA, OH, Cincinnati
  • Registered: 11/08/2012
  • Posts: 39

Re: Direct Invoice: How to post Invoice without payment?

Thank you, Joe.

And for any other 'newbies' having trouble in this area, make sure that your customer does not have a default payment method that is 'Cash Only'; otherwise, you will still get a payment transacted.

Scott

swheeler's Website

  • From: Putrajaya
  • Registered: 12/30/2012
  • Posts: 6

Re: Direct Invoice: How to post Invoice without payment?

Hi,

I also have same problem with swheeler but after I updating to 2.3.17.  Before this, I can edit customer payment entry by click update button but this newly version the update button no more available. What ways can i get the update button again?

Thank you.