We just released a seemingly minor change that actually provides quite a lot behind it.
Payments are now applied directly to sales orders, instead of to a job. This means you now know the balance outstanding on each invoice.
We’ll be taking further advantage of this soon in order to show balances that will be due soon or past due, create invoices, and several additions in our next reporting update.
Of course, many times you’ll have multiple sales orders but only accept one combined payment. By selecting “split payment…” in the dropdown menu where you select which invoice to apply the payment to, you can split the payment or credit redemption between any of your sales orders.
In the above example, we accepted a check for 1,750.00, and split it between two open sales orders. If you enter in the amount of the check before selecting “split payment…”, Táve Studio Manager will automatically split the payment up for you.
