Link Payments

The Link Payment feature is used to link debit and credit transactions, both for Customer and Supplier transactions. Linked transactions can include various transaction types, including sales, purchases, payments, refunds, etc.

Follow the steps below to link transactions.

The process being presented uses the customer transaction link as an example, but its applicability extends to both customer and supplier transactions.

1. Log in to app.firstchoicepos.com

2. Click “Customers” in the Main Navigation menu, and select “Customers” from the scrollable dropdown. Proceed to select the relevant customer from the appearing customers list.

3. Select “Link Payments” in the Customer Actions menu on the left.

Create Link

1. Click to select a credit entry to link.

2. To automatically link the credit entry to account debits by transaction date (Oldest-Newest), click "Auto Fill Link Amounts."

3. To link the full credit to a single transaction, click the “+” icon on the relevant debit entry.

4. To split the credit and link specific amounts to multiple debit entries, enter the desired amount in the “Link amount” field of the relevant debit entry rows.

5. Click “Create link” to complete and close the link.

6. In cases where the sum of linked credit or debit transactions is not equal, a balance may remain. The credit or debit entry will be updated to reflect the new balance and remain an open transaction.

Break Existing Links

1. To break existing links, navigate to the “Existing Links” tab.

2. Select the checkbox of the relevant link.

3. Click the “Break Link” button to break the link. The credit and debit entries of the link will now reappear in the create link list.

Navigate to the “Account Balance Tracking” tab, to view customer transactions and corresponding balance details.

Navigate to the “Balance Tracking Manual” tab, to view balances before and after transactions.