The Out-of-System (OOS) feature is used when you need to post a payment for an invoice that does not currently exist in the system. This process allows you to properly record the invoice and apply the payment without triggering any fees.
Step 1. Create the payment like you normally would and click into the unapplied payment to begin posting.
Step 2. Click "Create OOS" in the top right corner and fill in the required fields and click create. This will add the OOS Invoice to the payment. You may add multiple OOS invoices and/or include regular invoices to also be posted to the same payment.
Step 3. Once the payment is applied, the funds for the OOS invoice will reflect in the client's cash reserves.
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