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
- Click the Receive Payment button located towards the bottom right of the Invoice screen.
- At the top right of the Receive Payment screen, just above the Payment Date, select the Pending Payment option from dropdown.
- Check the C.O.D. checkbox located at the bottom left of the Invoice Payment screen.
- 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
- Click the Pending Payment (COD) reminder on the main screen, Or find and edit the relevant Invoice or Payment directly.
- 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). - Click the payment to edit.
- If editing the Invoice rather than the Payment...
- At the top right of the Receive Payment screen, just above the Payment Date, change the Pending Payment option from dropdown to Payment Received.
- Ensure all details are correct, then click Save Changes.