Creating an On Account Payment for a Customer

This how-to video outlines the process of creating an On Account Credit for a customer in 10X ERP, separate from sales returns or specific invoice credits. The feature allows you to apply a credit across any future invoices for that customer.

  • Navigate to the Accounting Module and Access the Accounts Receivable > Payments Tab
  • Click "+" to Add New Payment
  • Input Amount of the On Account Credit and Confirm
  • Review the On Account Credit and its Availability for Future Invoice Payments
  • This can be immediately applied to any Open Invoices for that Customer
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