Receiving Payments

A reimbursed balance is an offline payment that is made by a company toward the balance of their account. The store administrator enters the amount manually in the company profile, using the Reimburse Balance button. When the amount is submitted, the system recalculates the outstanding balance and available company credit, and records the action in the company credit history. The reimbursed amount is entered in the credit currency, as specified in the configuration.

Reimburse Balance

Apply a payment to a company account

1. On the Admin sidebar, go to Customers > Companies.

2. Find the company record in the list and open in Edit mode.

3. At the top of the page, click Reimburse Balance.

4. Add the payment information:

   • Enter the Amount of the payment.

     The amount can be entered as a positive or negative value.

   • If applicable, enter the Purchase Order Number for reference.

     Only one purchase order number can be entered per reimbursement. To apply the payment to multiple POs, create a separate reimbursement for each.

   • As needed, enter a Comment to describe the reimbursement.

5. Click Reimburse.

   The company’s outstanding balance and available credit is recalculated, and the Company Credit history is updated to reflect the reimbursement.

   Company Credit activity

Edit a reimbursement

1. Open the company profile in Edit mode.

2. Expand the Company Credit section.

3. Find the reimbursement transaction in the grid and click Edit.

4. Make any changes necessary to Purchase Order Number and Comment.

   The reimbursement amount cannot be changed.

5. Click Save.