Processing Order Payments

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Processing Order Payments

If the Collect Deposits on Cash Sales field on the MRF General Configuration screen in your company settings is set to Yes (see "Edit - Applications - MRF"), when you have finished entering the MRF order totals (e.g. freight), Micronet displays the MRF Order Payments screen.

You use this screen to record payment details for the order. You can also use it to record more than one payment (multiple deposits) against an order prior to invoicing.

To continue processing the order:

Complete the steps in the process "MRF Order Creation - File - Invoice".
When the Order Payments screen is displayed, complete the following fields:

	Field	Value
	Payment Description	If required, you can enter a description of the payment, e.g. "Deposit".
	This Payment	Enter the amount the customer is paying now.
	[Payment Methods]	If you want to pay the amount received from the customer against a single payment type, Tab to the field for the required payment type then select the Pay All button. Otherwise, enter the amount received from the customer against the appropriate payment type. You can dissect the amount across several payment types if required, e.g. if the customer pays partly by cash and partly by credit card. Options may include: CASH – enter the full amount or enter more than the full amount for change to be given CHEQUE – enter the amount to be paid by cheque. Micronet displays the Enter Banking Details screen where you should enter the cheque details then choose the OK button. EFTPOS – for EFTPOS and card payments: If the customer is paying by EFTPOS or credit card using Tyro, enter the payment amount as an EFTPOS payment type. If the customer wants cash out, increase the amount entered in the EFTPOS payment type field by the amount of cash out required. The cash out is indicated by the value in the Change field. If you just want to generate a cash out, create a zero dollar invoice with a payment amount. AMEX – see the instructions for EFTPOS DIRECT DEPOSIT GIFT VOUCHER REBATE – this payment type is only displayed if your customer has rebates activated. You can enter the amount to be redeemed as all or part of the payment. You may need to check the Available Rebates first by performing a debtor rebate inquiry – see "Inquiry - Rebate Inquiry". The payment types displayed are setup in your company configuration – see "Edit Company - Edit - Payment Types".
	Sub Total	Micronet displays the subtotal of all lines on the order, excluding additional amounts such as freight, levies, surcharges and GST.
	GST/Sales Tax	Micronet displays the amount of GST or sales tax applicable on the order.
	Total	Micronet displays the order total, taking into account all additional amounts entered on this screen.
	Paid Previously	Micronet displays the total amount of payments already paid against this order.
	Amount Remaining	Micronet displays the current amount owing on the order.
	Rounding	Micronet displays any rounding amount on the order total, e.g. if payments are rounded to the nearest 5 cents or 10 cents. Rounding is set in the Rounding on Payments field on the Invoicing Configuration screen – see "Edit - Program - Invoicing".
	Min Amount Required	Micronet displays the minimum amount the customer must pay.
	Tendered	Micronet displays the total amount of the current payment entered against all payment types. When you have finished entering payment amounts, the amount in this field should equal the amount in the This Payment field.
	Change	If the customer is paying by cash, Micronet displays any change owed.
	Surcharge	Micronet displays any surcharge entered against the order – see "MRF Order Header - Edit - Discount Surcharge".

Select the Accept button.

If the customer is owed change, Micronet displays the following message:

If you want to give the customer change, select the Change button.

Micronet redisplays the MRF Order Creation screen then displays the Select Output Device screen for printing of the tax invoice.

If you want to post the change against an outstanding invoice for the customer, select the Update button.

Micronet displays the Debtors Payments - Open Item screen showing all the debtor's outstanding transactions so you can post the payment against the appropriate invoice. Alternatively, you can post the payment as a freestanding overpayment.

Post the payment as required.

For information about using this screen, refer to "Debtor Payments - Open Item Debtors" in the Distribution System manual.

When you have finished, Micronet redisplays the MRF Order Creation screen then displays the Select Output Device screen for printing of the tax invoice.

Select whether you want the invoice displayed on screen, printed, saved to a specific type of file, faxed, or emailed in a specific format.

Reference

For more details on these options, refer to "Selecting the Output for Inquiries and Reports".

Micronet prints or displays the invoice and redisplays the MRF Order Creation screen.

If you are entering more than one payment against the order, reload the order you have just processed.

Refer to "Recalling an MRF Order or Quote".

Select FILE | JOB TICKETS.

Micronet displays the MRF Order Total screen.

Select the OK button.

Micronet redisplays the MRF Order Payments screen with the previous payment listed.

Repeat steps 2 to 7 above to enter the new payment amount.

Micronet processes the payment and posts the job tickets. It redisplays the MRF Order Creation screen. Your last five transaction numbers (including the MRF order number) are displayed at the bottom left of the main Micronet screen. (2.8 feature)

Technical Tip

Each payment will appear in the Debtors Account Inquiry as an unallocated payment with the description “MRF Deposit on W/O”.
When the order is invoiced, the final payment will have the description “MRF Final Pay on W/O” and the previous payments will be allocated to the invoice.