First Choice POS Documentation
First Choice POS Documentation
Breadcrumbs

Create a Payment

Follow the steps below to create a payment:

  1. Log in to app.firstchoicepos.com

  2. Click “Transactions” in the Main Navigation menu and select “Payments” in the scrollable dropdown.

2026-02-04_14-12-48-20260204-191250.gif


  1. Click “New” at the top right to create a new payment.

image-20260204-191448.png


  1. Select a payment type in the dropdown menu. Options include: “Customer Receive Payment”- accept payment from the customer; “Customer Give Refund”- Give money to the customer as a refund; “Supplier Make Payment'- Give money to a supplier as a payment; “Supplier Get Credit”- Receive money from the supplier as credit.

When accessing the payment page from an invoice or PO, this field will be automatically selected.

image-20260204-191935.png


  1. Search for and select a supplier/customer account.

To later change the customer account associated with the payment, return to the “Open” state and edit the Supplier/Customer field.

image-20260204-192051.png


  1. After selecting an account, available credit entries will be displayed on the page to ensure payment accuracy.

image-20260204-194326.png


  1. Select a payment method in the tender dropdown and enter the payment amount.

image-20260204-194158.png


  1. Depending on the tender selected, fill in the appearing fields.

image-20260204-194126.png


  1. To save and process the payment, change the payment state to “Closed”.

image-20260204-195324.png


  1. To void a payment, change its status to “Void” by clicking on it. Payments made by credit or debit card can only be voided within a few minutes of the transaction’s completion. After this period, you will need to process a return for the transaction.

image-20260204-195459.png



  1. To link the payment to a transaction, navigate to the footer of the page and click “Load payable Items.”

image-20260204-195916.png


  1. All transactions with an open balance will appear. To link the complete payment amount to a specific transaction, click the + icon on the transaction row.

image-20260325-210927.png


  1. To link the payment to multiple entries, specify the amount in the “Amount Linked” field on the transaction row.

image-20260325-211209.png


  1. Refer to the "Aging" field to determine the invoice's age, for enhanced clarity when selecting which invoices to process for payment.

image-20260325-212057.png


  1. To Autolink payment to debit entries according to the date of transactions (Oldest-Newest), select the “Auto Link Amounts” checkbox.

image-20260325-210855.png


  1. Payments can also be done in reverse. First, select the invoices to pay, then view the total balance for the selected entries and make the payment accordingly.

    image-20260323-200105.png


  1. Click “Save” at the top right to save the payment link.

image-20260325-211248.png