First, search for the customer to apply payments to.
Click Continue to show the Apply Payments To Invoices form. Click Post Transactions to apply them or Cancel Transactions to cancel. You cannot pay until a payment method and amount is chosen.
Buttons:
Pay All Open
Pays the entire balance.
Fields:
Customer
The customer whose payments you view to edit.
Balance
The balance due.
Date of Payment
The date the changes are being made. The date can be some day other than today.
Type of Payment
Whether payment is made by cash, check, credit card or other.
Number
The check or credit card number.
Amount
The amount of the payment.
Open Invoices
Invoice
The particular invoice number.
Ship Date
The date the order was shipped.
Total
The total amount due for that particular invoice.
Pre Pay
The amount paid at the time of job completion.
Balance
Total minus Pre Pay.
Pay
Whether this invoice was paid this time. Checking this box pays off the entire amount.
Amount Paid
The amount, if any, paid towards the invoice number.
Create A Credit Invoice For
The balance of the payment after the Total of Invoice has been subtracted from the Amount.
Total of Invoices
The sum of all Amounts Paid.
After posting payments and closing the form, the Payment Report is generated.