How to receive payment on an outstanding balance

When you mark an order as Pending Payment or Partial Payment at checkout, the unpaid portion lands in Accounts Receivable. Later, you collect from the customer and allocate that payment back to specific orders.

1. 1

   Open Customers → Accounts Receivable

   From the sidebar click Customers, then Accounts Receivable. The page shows totals by aging bucket: Current (0–30), 31–60, 61–90, 90+.

2. 2

   Find the customer

   Use the search bar (name, email, or phone) or filter by aging tab (All, 1–30 Days, 31–60 Days, 61–90 Days, 90+ Days) to narrow the list.

3. 3

   Click Receive Payment

   The button is in the top-right of the page. The Receive Payment screen opens — pick the customer from the searchable dropdown if needed.

4. 4

   Enter the amount received

   Type the total amount the customer just paid you in Amount Received. LunixPOS caps this at the customer's total owed.

5. 5

   Pick the allocation strategy

   Decide how the amount distributes across the customer's outstanding orders:

   • Oldest to New — applies to the oldest unpaid order first (most common)
   • Newest to Old — applies to the most recent order first
6. 6

   Override allocations per order (optional)

   Each open order has its own Payment Amount input. Override the auto-allocation if the customer specifically asked you to credit a particular order.

7. 7

   Pick the payment method and date

   Payment Method is required — pick from the active methods you configured under Settings → Payment Methods. Payment Date defaults to today.

8. 8

   Save

   Click to submit. The Success modal shows the payment confirmation and the customer's remaining balance. From there you can "Process next customer" or exit back to the AR list.