Adding Split Payments to a Sales Order
Overview
This video describes how you can add more payment lines in a sales order, for example when the customer wants to split their payment over different payment methods. The video also describes how to add a part payment and then put the remainder on account. Step by step instructions can be found below the video.
Steps
- Go to the Payment tab in the Sales Order.
- Turn on the Manual Payment toggle.
- Use the New button to add more payment lines as required.
- Specify the payment methods and amounts on each line.
- Complete any authorisations necessary.
- Toggle Remainder on A/C if any outstanding balance is to be paid on account.