Sale payments, method changes and reversal
Record received money and distinguish commercial returns from payment reversal.
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Use payment/history in a specific sale's detail. Collection is the separate path for multiple customer debts.
Add payment
- Read sale, customer and remaining due.
- Enter actual received amount, method, date and offered extra information.
- Compare partial payment with the remainder. Customer-credit use is not new cash.
- After confirmation/save, inspect payment history and current sale debt.
Example: receiving 300 against 500 leaves 200 without other discounts/credit. Match card/cash/bank to the physical transaction; a software record does not prove external transfer.
Incorrect payment or method
Open eligible Reverse on a standalone payment and review amount/effect and requested reason. Change method is separate and requires a reason; it does not reapply sale items.
A settlement/account-adjustment-owned row cannot be reversed as a standalone payment. Use the originating collection or account movement.
Verify
Payment reversal does not reduce gross sale value; it can reopen debt. Removing the last active payment can change stock/planning, while credit-sale commitment differs. Read current sale/movements. Returned goods/value use commercial returns.
After an uncertain response, inspect history before continuing the same payment intent. Do not compensate for a lost response by adding another payment.