A wire transfer payment can be allocated from the Front Office Order order screen to pre-pay an order from a received wire transfer.
Allocate received wire transfers to orders that are not yet invoiced in the front office to clear outstanding amounts.
Greater visibility for the front office staff if follow-up payments are required from additional services.
For more information and related how to pages see Wire transfers and Payment allocations page.
In the handling order, click on the ‘This order needs payment / Amount Due' field to open the payment menu.
Select the 'Select pre-payment' option to open the Allocate payment dialog.
The ‘Select pre-payment’ pay option is available in the handling order as a payment option.
If any unallocated Wire transfer payments are available for the debtor, then these will be show in the drop-down:
Select the ‘Search wire transfer’ field, a list of available payments will show, alternatively searching by payment key will show additional payments.
Select an available payment to continue.
Once the wire transfer payment is selected, the screen will expand to allow for the 'Amount to allocate' to be entered. Full or partial payment of the order is possible here:
Enter an amount to allocate for the order in the ‘Amount to allocate (EUR)’ field.
Enter any payment remarks in the 'Payment allocation remarks'.
Click ‘OK’ to complete the payment allocation and paying the outstanding amount.
Note: ‘Payment allocation remarks' will show on the customer’s receipt on the payment line.
After payment allocation, the payment is applied to the order and shown on the order receipt.
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