C.O.D. Payments

The Invoice Payments screen includes a C.O.D. (Cash On Delivery) checkbox that can be used in conjunction with Pending Payments to show a reminder on the main screen for a payment scheduled to be received. This is not commonly used, however is a niche function that provides some flexibility and works well for some business processes.

How to record a C.O.D. Pending Payment

  1. Click the Receive Payment button located towards the bottom right of the Invoice screen.
  2. At the top right of the Receive Payment screen, just above the Payment Date, select the Pending Payment option from dropdown.
  3. Check the C.O.D. checkbox located at the bottom left of the Invoice Payment screen.
  4. Proceed to enter the Payment Method and any other necessary details as per the Invoice Payments help doc.

A new reminder will appear on the Reminders List on the main screen with a Type of Pending Payment (COD), which will be completed once the payment is switched from Pending Payment mode to Payment Received.

Switch a Pending Payment to Payment Received mode

  1. Click the Pending Payment (COD) reminder on the main screen, Or find and edit the relevant Invoice or Payment directly.
    1. If editing the Invoice rather than the Payment...
      On the Invoice screen, click the Payment History button (or the dropdown to the right of the Payment button then click Payment History).
    2. Click the payment to edit.
  2. At the top right of the Receive Payment screen, just above the Payment Date, change the Pending Payment option from dropdown to Payment Received.
  3. Ensure all details are correct, then click Save Changes.

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