To check out and pay the sales order, you will first need to access the Sales Order page. For more information on how to access this page, please see the Mobile Sales Order Layout page:
To check out a sales order, you will need to press the Check Out button on the Sales Order page. Please note, that you can only check out a sales order that has an "Open" status:
Once you press the Check Out button, a confirmation window will appear asking you to confirm if the sales order should be checked out:
You will then be redirected to the PDF summary of the sales order:
To issue a payment for a sales order, you will need to first need to be on Sales Order page. Once you are on this page, you can issue a payment for an open sales order or for a sales order that's been checked out.
Open Sales Order Payment
To issue a payment on an open sales order, you will first need to check out the sales order (please see the "Check Out Sales Order" section above for more information). Once you are on the PDF portion of checking out a sales order, press the Next button:
After pressing the Next button from the Sales Order PDF page, the customer will then be prompted to give their signature. Once they sign, you can press the Next button to navigate to the Sales Order Payment page:
When you are on the Sales Order Payment page, you will be able to add a payment to the sale order's outstanding balance. You can add the entire outstanding balance or a partial sum:
You will then be prompted to select the payment method:
Input the payment amount. Once the payment amount is entered, press the Pay button to save the amount:
Once you are satisfied with the amount paid towards the sales order, press the Next button to finalize the payment submission:
Checked Out Sales Order Payment
To issue a payment for a checked out sales order, you will first need access the Sales Order page. Once you are on the Sales Order page, press the Pay button to issue a payment:
You will then be prompted to select the payment method:
Input the payment amount. Once the payment amount is entered, press the Pay button to save the amount:
You will then be redirected back to the Sales Order page.
You can easily split payment amounts and methods within the sales order. While issuing a payment for either an open or checked out sales order, select the desired payment method from the Select Payment Method pop-up window:
In the Payment page enter the desired amount and then press the Pay button to save the payment. Repeat these steps as necessary until the sales order is paid in full:
