How to associate Customer Payments in the Kit Orders App?

Payments associated with a customer is listed in the Customer Payments App. When a Kit order’s Invoice records payment, a customer payment is created. This is associated with the respective Kit Order.

Before associating the objects for Kit Orders, you have to configure it from the Settings page of the Kit Orders App.

• Go to Settings → Kit Orders → Associated Objects. Here, you can enable the Associated Object feature.
• You can enable the app with which Kit Orders app has to be associated.

For Instance: Consider creating a new Kit Order in the Kit Orders App.

Associating Customer Payments

Customer Payment is generated once the payment is recorded for the associated Invoice. In the Invoices App, select the associated Invoice and click Record Payment from the Overview Page.

• Once the payment is recorded, a record will be created in the Customer Payments app.

• In the Kit Orders App, the Customer Payment will be associated.