Is there a way in OE to apply a payment and have it show as being applied on the invoice?
We've had a number of customers say that they cannot pay from a statement, which we send to show that we received a deposit, or they do not pay attention to the statement and simply pay the whole invoice.
We normally receive deposits early in the year before totals for the order are confirmed and it would make things easier for all parties involved if I could apply payments to orders/invoices and have it show at the bottom of the invoice as having a payment applied.

Thanks.
Samantha

Hi Samantha,

When editing either an Order or an Invoice in OrderEntry, there is a Payment button from which either partial or full payments can be applied. There are also fields that can be included with Order Confirmation or Invoice specification forms so that this payment information can be printed, along with a calculated amount owing.

There are some rules regarding entering payments in OE, such as that they don't appear in Customer Transaction lists and statements until the invoice is posted and retrieved into Receivables. To ensure that this process, or something else, would meet your requirements, it may be useful to discuss with your Adagio consultant.