how to finish up a payment/invoice that is outstanding

1) Outstanding invoices/payments can be indicated by a red dot located either on the top right corner of the screen (1) or right next to the Invoices tab (2). So, if you ever notice this red dot on a customers profile, that means they have an outstanding payment and it needs to be cleared.

2) To clear the outstanding invoice/payment, click on the Invoices tab (1). In the window below that, you will see a total under Balance Due (which means it’s not paid/cleared) (2). Double click on the invoice line that needs to be cleared.

3) When the Invoice window opens up, click on the Order Detail tab (1). This tab will show you if any payments/refunds were taken (2) and show you (open) balances that are due (3). As you can see in the example below, no payments/refunds were taken and there is a balance of $26.18 that needs to be cleared.

4) To clear that outstanding balance, click on the credit card icon right above Payment.

5) This payment window will open up allowing you to record the payment.

6) As mentioned earlier, there is a remaining balance of $26.18 that is due. You are going to input that amount in the text box next to Payment Amount. To do that, click on the < icon on the right side. DO NOT MANUALLY TYPE THE AMOUNT OWED! ALWAYS CLICK ON THE < ICON!!

7) Next, you are going to select the Payment Method by clicking the drop down menu. We accept anything you see in the example below except for Checks. The only time you will select Gift Certificate is if the customer is paying with one of our gift cards that we offer.

8) In this case, the customer paid with Mastercard so that was selected as the payment method. Payment Amount and Payment Method are the only fields that need to be filled out in this window. Once done, click on Save & Close above.

9) Going back to the Invoice window, you can see a payment of $26.18 has been collected (1) and the Balance Due now reads $0.00 (2) meaning that the invoice is cleared.