Customer Payment
Date:
Enter the date the payment was received (not the date of the invoice).
Customer:
Select the customer from the drop-menu, or enter a new customer using the customer button to the right of the drop-menu.
Amount:
If you selected a customer, this field will automatically fill with the customer's entire account balance. If the payment does not match this number, enter the exact amount paid instead.
The payment amount will be distributed across the unpaid invoices listed below, completing the oldest invoices first. You may manually redistribute applied amounts in the invoice list. Any unapplied amount will be shown as Unapplied amount remaining.
Method:
Select how the payment was made. Available options are Cash, Check, Credit Card, Bank Deposit, and Other
Reference number:
Enter the reference number. Leave this field blank if you charge by credit card online; the reference number will generate automatically after success. If you do not charge by credit card, entering a reference number is optional, but can help you keep soft references between payments and invoices.
Deposit account:
Select an account from the drop menu to apply the payment to.
Charge customer via online credit card gateway
Check this if you want to charge the customer by credit card. You must have set up the pay account in Options on the Credit Card Gateways tab, as well as entered the customer's credit card information for this option to be enabled.
Invoices
Unapplied amount remaining:
This is the total amount remaining that has not been applied toward any invoices.
Show paid invoices
Check this if you wish to show paid invoices in the invoice list view. The paid invoices will be highlighted with a gray background and will not have a Due amount.
Record
Click on 'Record Only' button to apply and save the payment. To record and print, click on the pull down list and select the action.