This article will guide you through taking payment for a company invoice.
Navigate to Setup > Corporate Sales > Company Setup.
Click on the edit pencil next to the existing company profile.
At the top of every company page you will see the Company Name, Pending Balance, Outstanding Balance and Available Credit. When a payment is applied, the funds are automatically added to the Available Credit balance. To take a payment, click on the Take Payment button at the top.
Type the Amount, Check No., and Payment Date. Click Save to update the information.
NOTE: If there are any open company invoices with an outstanding balance, those funds will automatically be applied, lowering the Outstanding Balance by an equal amount.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Member Management : General - Can setup and manage Corporate Sales accounts