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Payment-confirm sale

Overview​

When staff click Confirm Sale on a New sales record, the Confirm the Status modal records payment type and amount received before the invoice code is generated.

Purpose​

Bridge the sales order and invoicing steps by capturing how the customer paid at confirmation time.

Features​

  • Modal title: Confirm the Status.
  • Payment Type: Cash or Credit (per your configuration).
  • Amount Received field, usually matching order total.
  • Confirmed button to complete the step.
  • Background screen shows total, discount, and customer summary.

Workflow​

Confirmation locks in payment method and amount. The invoice code then auto-generates per system rules.

Steps

  1. Open a New sale with correct lines and customer (see Sales-edit transaction).
  2. Review TOTAL on the right (for example 10,000.00).
  3. Click Confirm Sale in the Details section.
  4. In the modal, select Payment Type (Cash or Credit).
  5. Enter Amount Received (for example 10000).
  6. Click Confirmed.
  7. Verify status and Invoice Code update on the main screen.

Validation Rules​

RuleDetail
Amount receivedShould match total unless partial payment is allowed
Payment typeRequired before confirm
StatusOnly New sales should show the confirm action
Invoice codeMust remain empty until confirmation succeeds
Credit salesCredit type may skip immediate cash receipt—follow finance SOP

Screenshot Section​

Confirm the Status modal with payment type and amount received

Confirm sale S-605031 with Credit payment type and amount 10,000.00.

Summary​

Confirm Sale is a controlled checkpoint. Wrong payment type or amount here affects AR and printed invoices.