Step:1-Access Order Details

Admin portal> Navigate to: Sales →Sale Orders →View Order Details

Step:2-Navigate to Payments Tab

• Select "Payments" from the navigation tabs
• System will display the payment entry form

Step:3-Fill Payment Details

a) Amount (USD): Enter the payment amount

b) Payment Date: Enter or select the date of payment received

c) Payment Method: Choose from options:

• Quickbooks
• Bank Account
• Wire Transfer
• Other

d) Specify Payment Type

• Full Payment: For complete order amount
• Partial Payment: For partial amount of total order

e) Additional Information

• Payment Notes: Optional field (max 100 characters)
• Add relevant payment information or references

f) Complete Transaction

• Click "Add Payment" button to process

Important Notes:

• Verify Order Status and Payment Status indicators
• Check Order Amount matches payment being processed
• Ensure correct payment method is selected
• Review any remaining balance if partial payment
• For QuickBooks integration: Use "Push to QuickBooks" button
• Payment cannot be refunded through the system once processed