Sales payments (select bill)

Who can use this: Role with bulk sale payment
Where to find it: Bulk Payments Module → Sales Payments
Breadcrumb: Bulk payments → Add Sale Payments

What is this?

Office screen to collect money from a registered customer and choose which invoices (and / or opening balance) the money clears.

This page is manual / select-bill.
For counter FIFO (oldest bills first), use Pay customer due on POS instead.

Before you start

• Bulk Payments module = On
• Customer has unpaid sales and / or opening balance (or return / advance credit to apply)
• Walk-In customers are not used here

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Workflow (4 steps)

After you pick a customer, the bar shows:

1 Customer → 2 Payment → 3 Allocate → 4 Confirm

1) Select customer

1. Open Sales Payments.
2. Choose Customer.
3. Read the summary:

Label	Meaning
Opening Balance	Old opening still unpaid
Sales unpaid (invoices)	Open invoice dues
Account due (ledger)	Ledger view of what they owe
Sales due (invoices)	Highlighted amount you usually collect against bills
Returns / Credit available	Pending return credit or advance on account

2) Payment options — bills, opening, or both

1. Click Payment options.
2. Choose one:

Option	Use when
Sale Bills	Pay invoices only (default)
Opening Balance	Clear opening balance only
Both	Pay opening first, then invoices in the same batch

Both uses smart allocation: opening balance is covered before bill amounts from the same money.

3) Amount, method, date

Field	Notes
Amount Received	Cash / card / cheque / bank total you are taking now
Payment Method	Cash, Credit Card, Cheque, Bank Transfer, or Multiple Methods
Payment date	Shop business date (YYYY-MM-DD)

Cheque and bank / card may ask for extra fields — fill them before submit.

4) Optional — return credit

If the customer has pending returns:

1. Open Returns (▼ show).
2. Tick the return(s).
3. Under Use credit, choose:
   • Apply to invoice — reduce invoice dues with return credit
   • Cash refund — give cash back instead
4. Press Change Allocation to pick which invoices get the credit.

Return credit applied this way is not a second cash receipt — it uses the return credit already on the account.

5) Optional — advance credit

If Advance Credit shows available:

1. Tick Use advance credit for this payment.
2. Press Select Bills and allocate how much advance goes to each invoice.
3. Use Hide if you decide not to use advance now.

You must allocate advance bill by bill on this screen (manual).

6) Allocate cash to bills

1. Open Show outstanding bills & payment allocation.
2. Add methods with Add payment method if you chose multiple.
3. For each method, enter how much goes to:
   • Opening balance (when Opening Balance / Both is on)
   • Each selected invoice
   • Leftover → advance (customer credit)
4. Watch the sticky bar: Due / Collected / Balance. Use Allocate to match due when offered.
5. Press Submit Payment.

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Multi payment methods (one batch)

Example: customer pays Rs. 10,000 cash + Rs. 5,000 cheque against several invoices.

1. Set Payment Method to Multiple Methods (or add rows).
2. Add payment method for each slice.
3. Allocate each method’s total across the bills you choose.
4. One Submit Payment → one bulk reference for the whole batch.

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What happens after submit

• Selected invoices move to Paid or Partial
• Opening balance reduces when included
• Unused cash can become advance
• Return / advance usages post as credit usage (not a new cash in)
• Batch appears under Manage Bulk Payments with a shared reference
• Account ledger updates for the customer

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Field guide

Field	Required?	What to enter
Customer	Yes	Registered customer with dues / credit
Payment options	When needed	Sale Bills / Opening Balance / Both
Amount Received	Usually yes*	Money received now
Payment Method	Yes	Cash / card / cheque / bank / multiple
Payment date	Yes	Payment date
Bill allocation	Yes (manual)	Which invoices get how much
Return / advance	No	Only if you want to use those credits

*Return-only or advance-only settlements can submit without new cash methods.

Tips

• Prefer this screen when the customer says “clear these invoices”.
• Prefer POS Pay customer due when they say “take this money against old bills”.
• If ledger due and sales due differ, open the ? / why-amount hint and check Account ledger.

Common problems

Problem	Solution
Menu missing	Turn Bulk Payments module on; refresh
Cannot open page	Role needs bulk sale payment
No bills listed	Customer has no open sales for the filter / location
Cannot allocate more than due	Lower the amount — cash + advance + return cannot exceed bill due
Cheque fields error	Fill cheque number / date / bank as required
Walk-In	Use a registered customer

Related pages

• Bulk payments overview
• Pay customer due (POS FIFO)
• Manage bulk payments
• Bulk payments FAQ
• Sales FAQ