Editing Payments
Jump to navigation
Jump to search
Warning: You are not logged in. Your IP address will be publicly visible if you make any edits. If you log in or create an account, your edits will be attributed to your username, along with other benefits.
The edit can be undone. Please check the comparison below to verify that this is what you want to do, and then save the changes below to finish undoing the edit.
Latest revision | Your text | ||
Line 5: | Line 5: | ||
Click this link for suggestion on [[Bad Debt Write-off]] | Click this link for suggestion on [[Bad Debt Write-off]] | ||
− | + | '''Receiving payment on an invoice''' | |
− | |||
− | |||
To receive payment for a specific invoice: | To receive payment for a specific invoice: | ||
Line 18: | Line 16: | ||
[[File:Payments.jpg]] | [[File:Payments.jpg]] | ||
− | <br>5. Select the | + | <br>5. Select the Method of Payment and fill out the payment information such as check number. |
<br>[[File:MethodOfPayment.png]] | <br>[[File:MethodOfPayment.png]] | ||
− | <br>6. Confirm the amount in the | + | <br>6. Confirm the amount in the Payment Amount field. The balance on the invoice will populate the Payment Amount field automatically. |
<br>7. Click '''Save'''. | <br>7. Click '''Save'''. | ||
− | <br>8. The Confirm window will provide a summary of the ending balance. Click | + | <br>8. The Confirm window will provide a summary of the ending balance. Click OK. |
+ | |||
+ | Receiving payment and apply to open invoices | ||
− | |||
You can receive payment in Receivables > Payments, then select the open invoice you want to apply the payment to for that customer. | You can receive payment in Receivables > Payments, then select the open invoice you want to apply the payment to for that customer. | ||
<br>1. Go to the '''Receivables''' module > '''Payments'''. | <br>1. Go to the '''Receivables''' module > '''Payments'''. |