Payment

Edit

Payment

back

WORK IN PROGRESS - Please understand that we are actively rewriting much of our documentation and this page is currently "under construction"; if there's anything that you'd like to see added to and/or expanded upon, please let us know by sending us a smile.

A Payment represents a unit of money that has been applied to a Customer and one or more Invoice entries. This includes Cash, Check, Credit, EFT and Trade payments. Payments can be accessed from AR.

Edit

Add Payment

The Add Payment button is located in the bottom right portion of the A/R window.

Image



Edit

Customer

If you want to apply a payment to the customer you need to have one Customer highlighted in the Customer pane on the right hand side of A/R.

E.C.- When you apply a payment to a customer you will not have anything in the Invoice list as this payment is applied to the customer.

Edit

Apply a Payment

To Apply a Payment you need to do the following:
Image


Edit

Additional Information

Regarding pre-payments; you can enter a new payment and it will sit there waiting for an invoice to be finalized. Upon finalization of the invoice, you can use the Unapplied Payments report to view all payments that are pending and apply all pre-payments to their respective invoices.

See Adjustment.

Table of Contents [Hide/Show]