Page Comparison

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1. Open a new record from the Orders service.
2. Enter Ship To and Bill To information on the Customer tab.
   • This section provides only an overview of the order entry process. It is intended to focus on how creating a Prepaid Deposit order differs from standard orders. See "Entering Customer and Order Information" on page 45 for complete information on how to specify customer information on an order.
3. In the Lines area of the Orders form, enter the Prepaid Deposit product in the Find -Product field.
4. Enter 1 in the Quantity field.
5. Click Add to add an order line to the form.
6. Verify that the price is zero, and that both the Order Total and Balance Due fields are zero.  
   
    
7. Click the Payment tab.
8. Select Purchase Order as the Payment Type.
9. Enter N/A in the PO # field.  
    
10. Save the order.
11. Ship the order, if the system did not ship it automatically.
12. Click the Payment > Payments for Orders sub-tab.
13. Click the New icon in the toolbar to open a new Payments record.
14. Click OK when prompted that the current balance for the order is $0.00.
    • The Payments record opens and the fields in the top area are already filled out with information from the current order. Also, Aptify automatically created a $0.00 payment line since the order has no outstanding balance.
15. In the Payment Lines tab, double-click the entry that was automatically generated by Aptify to open the corresponding Payment Lines record.
     
16. Change the Amount field from 0.00 to the amount of the Prepaid Deposit.  
17. Click OK.
18. Click the Details tab.
19. Select the Payment Type associated with the means of payment received for the Prepaid Deposit. Then, enter any other necessary information about the payment.
    
     
20. Save the Payments record.
21. Return to the Prepaid Deposit order.
    • It now has a negative balance equal to the amount of the payment, as illustrated in the figure below.
22. Save and close the order.
23. Click No if the system asks you if you want to modify the payment to pay the order in full.
    • The order can be used as a credit memo to pay for future purchases. See "Credit Memo" on page 121 for information on how to use the Credit Memo payment type and apply credit memos to other orders.