Collected Sales - Split Payment - Apply Over Payment (Credit/Paid Out)

As an operator I want to be able to Apply an Over Payment to a customer after selecting invoices for multiple customers, so that I can more easily manage my collected sales

Notes

• This story is to support applying an over payment (Credit/Paid Out) to a customer after selecting invoices (split payment) for multiple customers

Acceptance Criteria

1. Confirm after clicking Actions > Apply & Credit, the user is prompted to confirm the transaction
2. Confirm that in confirming the transaction the user is shown some details of what they are confirming
   • Payments Applied
     • Invoice count/# of invoices
     • Account Name
     • Total Amount Applied
   • Credit
     • If only one of the customers is eligible for a credit, inform the user that the credit will be applied to that customers account
     • If multiple customer accounts are eligible for a credit, prompt the user to select the customer account to which the credit should be applied
3. Confirm that normal standards are in place for closing the modal
   • Click Cancel, X, or off the modal to close and go back
   • Click on OK to proceed
4. Confirm that after successfully applying a payment a toast message is displayed informing the user that the payments and credit were applied successfully
5. Confirm after clicking Actions > Apply & Paid Out, the user is prompted to confirm the transaction
6. Confirm that in confirming the transaction the user is shown some details of what they are confirming
   • Payments Applied
     • Invoice count/# of invoices
     • Account Name
     • Total Amount Applied
   • Paid Out
     • If only one of the customers is eligible for a Paid Out, inform the user that the credit will be applied to that customers account
     • If multiple customer accounts are eligible for a Paid Out, prompt the user to select the customer account to which the credit should be applied
7. Confirm that normal standards are in place for closing the modal
   • Click Cancel, X, or off the modal to close and go back
   • Click on OK to proceed
8. Confirm that after successfully applying a payment a toast message is displayed informing the user that the payments and credit were applied successfully
9. Confirm that any audits related to the allocation of funds/applying payments are written as invoices, credits, paid outs and collected sales are reconciled
10. Confirm that audit records are written as expected