V9 - Adding a payment from an existing customer (SOS Pay)

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To generate a payment transaction from a customer:

 

1. Go to Operations > Sales > Customers.
    
2. In the Actions dropdown of the appropriate customer, select Charge card on file.
    
3. A new payment transaction will appear that is populated with the Customer name, Customer notes and the Customer default billing Address from the customer definition. If you make a change to the Customer notes, the Notes field in the customer definition will be updated upon saving the payment transaction.
    
4. In the Payment method section:
   1. The customer's payment method on file (either SOS Pay - Credit Card or SOS Pay - ACH) is used to fill in the Type. 
   2. If the customer wants to use a different credit card or bank account than what is on file, you must remove that account information from the customer's record first. Then add a new payment record directly, selecting the customer and choosing either SOS Pay - Credit Card or SOS Pay - ACH, as appropriate.
       
5. Edit other fields as needed. 
   1. Refer to Payment transaction field descriptions for explanations of the fields. 
   2. In the Applied to column of a payment line:
      1. To link the payment to an invoice or sales order associated with that customer, select Invoice or SO (sales order) from the dropdown. Then, in the next cell, enter the associated transaction reference number. If SO is selected, please ensure the payment method is SOS Pay - Credit Card.
      2. You may leave the Applied to column blank if entering an open payment to the customer.
          
6. Save the payment transaction.
   1. SOS Inventory will add the transaction to the Payments list and the Sync queue to sync to QuickBooks Online.
   2. The payment will also be added to the SOS Pay list and then processed in Payments Dashboard.
   3. If a payment line in the Applied to area of the transaction was:
      1. Linked to an invoice. The payment for that line will be applied against the balance of the invoice in SOS Inventory and synced to QuickBooks Online, where it is connected to the invoice.
      2. Linked to a sales order. The payment for that line will update the Deposit field on the sales order. The deposit amount cannot be edited on the sales order once the payment has been applied. The payment will be reflected in QuickBooks Online as a journal entry that debits the default deposit asset account and credits the default deposit liability account, as designated in the General sales settings (Tools & settings > Configuration > Sales > General).
      3. Not linked to any transaction. The payment for that line will be an unapplied payment for that customer in QuickBooks Online.