🛠️💳 Order Invoice Credit Settlement
When a customer collects their custom order but cannot pay the full balance at that moment, part of the invoice total can be recorded as credit. This screen is used later to collect those credit instalments until the invoice is fully settled.
📋
Order Placed
Advance paid
🛠️
Item Made
Craftsman completes
📄
Order Invoiced
Item collected
+ credit balance
+ credit balance
💳
Credit Settlement
Collecting credit
instalments
instalments
✅
Fully Settled
Balance zero
Permission required: Only users in the BR_ORDER_BILLING group can access this screen — the same permission needed for order placement and order invoicing.
📄 Stock Invoice Credit Settlement
•For regular stock invoices
•Checks
doc_type = INVOICE_GENSTK•Partpay saved as
doc_type = INVOICE•No special permission needed
•Customer SMS from invoice records
🛠️ Order Invoice Credit Settlement
•For custom order invoices only
•Checks
doc_type = INVOICE_ORDER•Partpay saved as
doc_type = ORDER•Requires BR_ORDER_BILLING
•Customer SMS from orderstock table
See how credit balance reduces with each settlement payment:
Credit Balance — Order Invoice
Collected: Rs. 0
Still Owed: Rs. 0
No minimum amount — unlike the initial order advance, there is no minimum percentage for credit settlement payments. The customer can pay any amount they can afford.
🔍 Step 2: Find the Order Invoice
Enter the Order Invoice Number from the customer's invoice receipt. The system checks that this is an order invoice with an outstanding credit balance that has not yet been fully settled.
The system specifically looks for invoices with
doc_type = INVOICE_ORDER and a CREDIT payment entry. A regular stock invoice number will not work here — this screen is only for order invoices.From the order invoice receipt (starts with OI-)
Simulates what the system checks
💰 Step 3: Record Settlement Payment
Enter the amount the customer is paying today and the payment mode. The Part Payment Amount field must exactly match the total of all payment entries added below.
CREDIT AMOUNT
Rs. 75,000.00
PRIOR SETTLEMENTS
Rs. 0.00
BALANCE DUE
Rs. 75,000.00
Must exactly match payment entries total below
💵 Cash
💳 Card
📄 Cheque
📱 Online Transfer
🔄 OGP Credit
🎁 Gift Voucher
| Mode | Reference | Amount | |
|---|---|---|---|
| No payment entries yet | |||
| Total Entered | Rs. 0.00 | ||
Amounts must match exactly: The Part Payment Amount field and the total of payment entries must be identical. The system rejects any mismatch — even Rs. 1. This prevents errors in the credit settlement records.
✅ Settlement Payment Recorded!
The payment is saved and the credit balance is reduced. A receipt is generated with the PP Number. If SMS is enabled, the customer receives a message showing the amount collected and the remaining balance.
📱 Customer SMS
If SMS is enabled, the customer receives:
"Dear Customer, Your part payment for order invoice has been received…"
"Dear Customer, Your part payment for order invoice has been received…"
The customer's phone number is fetched from the orderstock table using the invoice number — not from a separate customer record. This ensures the SMS goes to the number registered at the time of order collection.
Paying in instalments: If the balance is not fully cleared today, the customer can pay again next time using the same Order Invoice Number. Each payment is tracked separately with its own PP Number until the credit balance reaches zero.
Voice Guide
Press Play to hear an explanation of this step.
Settlement Summary
Invoice No—
Customer—
Credit Amount—
Prior Settlements—
Balance Due—
Collecting Now—
New Balance—
PP Number—
Key Differences vs Stock
• Requires BR_ORDER_BILLING
• Invoice type: INVOICE_ORDER
• Partpay type: ORDER
• Customer from orderstock table
• SMS program: order_partpay
• Must use OI- invoice numbers
• Invoice type: INVOICE_ORDER
• Partpay type: ORDER
• Customer from orderstock table
• SMS program: order_partpay
• Must use OI- invoice numbers
Quick Tips
• Enter OI- invoice number only
• Amounts must match exactly
• Any payment amount accepted
• Repeat until balance is zero
• Print receipt for customer
• Amounts must match exactly
• Any payment amount accepted
• Repeat until balance is zero
• Print receipt for customer