This is where you record the cart or invoice payment options. The information provided here will end up being used on deposits "as is". The application will look at all five options (may be less according to corp-wide settings) as forms of payment. Only one payment line is required. There is special validation for checks, credit cards, and items purchased on account (credit terms). It is important to note that if all money is not available at the time of checkout, you may add payments later by going to the invoice and entering a payment. All invoices that do not have full payment will be flagged so that accounting can find and see them quickly. This may or may not affect payroll depending on your corporation.

If you have an Adilas.biz merchant account, you may use the "go to payment page" graphic (this will always take the entire cart total as the amount) or the payment form (allows different amounts) to go to the secure payment page (credit cards). If you use the payment form, enter the amount, select the money type and hit continue (purposely leave the cc approval code blank). If the money type is a credit card type (visa, mastercard, amex, discover, debit card) the application will send you to the payment page. Once the transaction is complete, you will be rerouted back to this main add cart payment page to either continue with the checkout and/or add additional payments. If a perfect match is found (between the cart total and the invoice payment total) and the merchant processing option is being used, the cart will be automatically converted into an invoice. Valid transactions will also have new drill-down links for viewing and voiding transaction details (mostly on the add/edit invoice line items page).

The payment notes are optional and may contain up to 255 characters.

Special note about invoices created on account. There is a special checkbox at the top that will speed up this process, but here is what needs to happen. If a partial payment is made, record that amount and money type and leave the remaining amount alone until a later payment is made. If no payments are made, then the full ticket will be on account. Enter a 0.00 for the amount and choose "On Account" from the list provided. The payments may be added later through the add/edit invoice line items page.

The system is set up to help you record the change due and still keep the numbers correct for the actual deposits. If your ticket is for $22.25 and the person gives you $25. Enter the $25 in the amount field and select the money type. The amount remaining field (bottom of the payment form) will show what is owed. If there is actual change due and you want that value to be recorded, click on the calc change due option and set it to "Yes - Auto (default)". This will fix the amount paid to match the cart total (in this example it will record $22.25 in the amount field). It will also record the change due on the correct line in the payment notes. If you choose "No - Manual Override" for the calc change due option, this will take the payments as entered and will not alter anything on fly. This is how you record an over payment and/or a credit for your customer.

There is a corp-wide setting that either allows you to continue to the review cart page or physically create the invoice by entering the payment info. The default is to send you to the review cart page. If your corporation uses that setting, the bottom submit button will say "continue". If you change the setting to skip or hide the review page (save a step), the bottom submit button will say "create invoice". Both ways work fine, it just depends on how quick you are willing to commit the values to the database.

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