Applying a Payment to an Invoice
- Sandra Petrovic
- Grace Momblan
When a customer has received an invoice or has outstanding invoices, they will want to make a full or partial payment of the amount they owe.
To apply the payment against an invoice follow these steps:
1. Click the arrow button, and select Accounts
Select the type being customer or agent, and then make your selection from the drop down list to the right.
3. Next ensure you are searching by the correct status.
An Open status will return all unpaid invoices.
All will search for both fully paid and unpaid invoices and credit notes.
CR Note will return only credit notes.
For the purposes of making a payment, it would be best to select Open because you will want to see invoices with outstanding amounts to be paid.
4. Then, click on Search.
5. Enter the amount the customer is going to pay in Received box, it's optional to write a comment in the box next to it. Select the payment Method from the drop down, and then the Date that the payment is being made. If you make a mistake, click Clear button to start again.
Then, click on the "Applied Payment" box to select the invoice you want to pay, and click the "Apply Payments" button below.
After the due amount is fully paid the invoice will be move to ALL invoices status. You can search paid invoices by the date it was paid or by searching specific invoice number
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