Customers may occasionally submit a single payment to cover multiple jobs. CoreBridge makes it easy to apply one payment to several invoices at once and create in-store credit if the customer has overpaid.
Table of Contents
Entering Multi-payment and Overpayments
Navigate to Sales Module / Customers / Payments.
1. Enter the Customer name, and select from the dropdown menu, or click on the magnifying glass to search for the Customer.
2. Enter a Payment Amount.
3. Select the checkboxes next to the Invoices you want to include in the payment.
4. Edit the amount if desired.
5. Total Payment Amount for all selected invoices will be shown here.
6. Overpayments are flagged in red at the bottom of the page. If an overpayment is made, in-store credit will be issued.
7. Click Select Payment Method.
8. Select the Payment Type.
9. Fill out the relevant fields.
10. Click Submit Payment.
Note: CoreBridge is not able to process over-payments when using the online credit card option. If you are receiving an overpayment from your customer and need to use the online credit card option as a form of payment, you will need to apply the full amount to an invoice first. You can then process a refund to an in-store credit after the online credit card payment has batched.