Summary
This article will provide instructions on entering payments in Solatech Focus. Payments can only be applied to sales and orders. This feature is only available to users who are Sales Reps or Account Administrators.
Instructions
- From the home page, use the appropriate link at the top of the page Sales or Orders.
- Click on the Sale/Order number on which you wish to enter a payment.
- On Sale/Order Review screen, expand the section Payments.
- Click the Add button.
- Select Type using the drop-down list.
- Reference number is optional.
- Received on date is populated with today's date. This date can be changed.
- Enter amount of payment.
- Memo is optional.
- Hit Update to add the payment to your Sale/Order.
Applies To:
- Solatech Focus