V9 - Adding a payment from an invoice (SOS Pay)

 

A payment can be added by generating a payment transaction from an existing invoice:

 

  1. Go to Operations > Sales > Invoices.
     
  2. Locate the appropriate invoice transaction on the Invoices list, then select Receive payment from the invoice record's Actions dropdown. This will generate a payment transaction, importing relevant information from the invoice.
     
  3. In the Payment method section, choose the Type of payment from the dropdown. 
    1. Select SOS Pay – Credit Card or SOS Pay – ACH as the Type. One of the following scenarios will apply. Refer to Using SOS Pay payment methods for more details on how to enter this information.
      1. If the customer does not have a credit card or bank account on file, SOS will prompt you to enter it.
      2. If the customer has a credit card or bank account on file, the appropriate information will be displayed.
      3. If the customer wants to use a different credit card or bank account from what is on file, you must remove that account information from the customer record first. Refresh the Invoices list and select Receive payment from the invoice record's Actions dropdown to start a new payment transaction. SOS will prompt you to enter the new credit card or bank account information, as described in Using SOS Pay payment methods.
         
  4. Enter the other information needed in the data fields. 
    1. Refer to Payment transaction field descriptions for explanations of the fields. 
    2. If the payment amount is less than the full amount shown, you may manually edit the Amount. 
    3. The Applied to column will reflect the invoice reference number. 
       
  5. Save the payment transaction.
    1. The payment will be applied against the balance of the invoice in SOS Inventory.
    2. SOS Inventory will add the transaction to the Payments list and the Sync queue to sync to QuickBooks Online, where it is connected to the invoice.
    3. The payment will also be added to the SOS Pay list and then processed in Payments Dashboard.