Collected Sales > Apply Payment - Overpayment (Actions)

As an operator I want to be able to allocate an over payment so that I can reconcile TBCs and Collected Sales

Notes

10/29 - Based on a conversation between Will Englefield and Sree Surapaneni

1. When the Remaining Balance of the Collected Sale = $0.00 - Show the Apply Payment button
2. When the page is loaded, the remaining balance is greater than $0.00, and there are open invoices - Show the Paid Out button (Apply Payment is disabled)
3. When the page is loaded, the remaining balance is $0.00, there are no Open invoices, and the Customer Account balance is greater than $0.00 - Show the Paid Out button (Apply Payment is disabled)
4. When the page is loaded, the remaining balance is $0.00, there are no Open invoices, and the Customer Account balance is equal to or less than $0.00 - Show the Credit button (Paid Out is also available and Apply Payment is disabled)
   • Note about Credits: A credit can only be applied to a Customer Account only if there are no open invoices AND the Customer balance is $0 or there is already a credit

Acceptance Criteria

1. Confirm when a collected sale amount is applied to a single open invoice (the only one open for the customer) and the amount is greater than the invoice selected, the following options are available under Actions:
   • Paid Out
   • Credit
   • Split Payment
2. Confirm when a collected sale amount is applied to a single open invoice, but there are multiple open for the customer, and the amount is greater than the invoice selected, the following options are available under Actions:
   • Paid Out
   • Split Payment
   • Note: Credit will not be displayed in this case, hide rather than disable options that are not available
3. Confirm when a collected sale is selected, and the customer has no open invoices, the following option is available under Actions:
   • Credit
   • #* Note: Paid Out and Split Payment will not be displayed in this case, hide rather than disable options that are not available
4. Confirm that in the above cases, the Credit option is only displayed when a Customer Account has no open invoices AND the Customer balance is $0 or there is already a credit