Overview

When either you or a customer makes a partial payment on an invoice, Cut+Dry follows a structured process to ensure accuracy and consistency with your ERP system. This process ensures that payment statuses are properly tracked and balances are updated accordingly.

Find the answers to common questions below.

Partial payment processing FAQ

What is the app's workflow for partial payment processing?

1. A partial payment is made
   • The invoice moves from the Outstanding tab to the Paid tab in the customer portal.
   • The invoice is marked as "Processing."
   • While in this state, to prevent discrepancies, the customer cannot make additional payments on the same invoice.
2. The invoice is in the Processing state
   • The invoice remains in "Processing" status until the payment is applied in your ERP system.
   • A subsequent invoice sync must occur to reflect the updated balance.
3. Invoices sync and status updates
   • During the next invoice sync, Cut+Dry updates the invoice status based on the latest balance information received from the ERP system:
     • If the invoice still has an outstanding balance, but remains within its due date, it is marked as "Partially Paid."
     • If the invoice still has an outstanding balance, and is past its due date, it is marked as "Past Due."
   • The balance displayed in Cut+Dry is adjusted according to the latest balance returned from the ERP system.

What is the reasoning behind this workflow?

• Your ERP system serves as the source of truth for invoice balances.
• By locking the invoice in the "Processing" state, we ensure that the balance is accurately updated before any further payments are accepted.
• This process prevents duplicate or conflicting payments and maintains financial accuracy.