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Agregar un pago a una orden existente

Introducción

Cuando alguien te paga sin conexión, es posible que deba grabar y / o procesar manualmente un pago para una orden existente. Puede hacerlo de una de dos maneras: Navegando al registro de contacto y realizando un pago, o utilizando la función Introducir un pago.

Instrucciones paso a paso

1 - Para registrar un pago del registro de contacto...

  1. Durante la visualización del registro de contacto, haga clic en la ficha Pedido.

  2. Haga clic en el botón Agregar pago

  3. Elija la factura a pagar. Nota: Sólo las facturas con saldo pendiente aparecerán en el menú desplegable.

  4. Ingrese los detalles de pago:
     - Cantidad: Introduzca el importe del pago. Esto puede ser un pago parcial o el saldo total debido.
     - Fecha: ingrese la fecha de pago (normalmente la fecha de hoy).
     - Tipo de pago: seleccione un tipo de pago en el menú desplegable.        Seleccione la tarjeta de crédito (cargo ahora) para procesar el pago con tarjeta de crédito a través de Infusionsoft cuando grabe el pago.
     - (Opcional) Ingrese Notas sobre este pago.
     - (Opcional) Aplicar a Comisiones: Esta opción se establece en Sí de forma predeterminada, lo que significa que el sistema calculará y aplicará automáticamente las comisiones de socio de referencia a este pedido. Elija No si el proveedor principal y / o los socios de venta no son elegibles para comisiones en este pedido.

5. Haga clic en el botón Aplicar pago para guardar el pago y aplicarlo a la factura.

2 - Para registrar un pago mediante la función Introducir un pago...

  1. Ir a E-Commerce> Pedidos

  2. Coloca el cursor sobre las órdenes y haz clic en Introducir un pago.

  3. Introduzca el nombre del contacto y haga clic en Aceptar.

  4. Elija la factura a pagar. Nota: Sólo las facturas con saldo pendiente aparecerán en el menú desplegable.

  5. Ingrese los detalles del pago:
     - Cantidad: Introduzca el importe del pago. Esto puede ser un pago parcial o el saldo total debido.
     - Fecha: ingrese la fecha de pago (normalmente la fecha de hoy).
     - Tipo de pago: seleccione un tipo de pago en el menú desplegable. Nota: Seleccione la tarjeta de crédito (cargo ahora) para procesar el pago con tarjeta de crédito a través de Infusionsoft cuando grabe el pago.
     - (Opcional) Ingrese Notas sobre este pago.
     - (Opcional) Aplicar a Comisiones: Esta opción se establece en Sí de forma predeterminada, lo que significa que el sistema calculará y aplicará automáticamente las comisiones de socio de referencia a este pedido. Elija No si el proveedor principal y / o los socios de venta no son elegibles para comisiones en este pedido.

6. Haga clic en el botón Aplicar pago para guardar el pago y aplicarlo a la factura.

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