The Apply Payment window is where you fill in the details about payments. To access the Apply Payment window, click Apply Payment from the Payments List. Users with viewer-only privileges will be unable to edit payment details.


Select the payment date.


Choose the Customer from the pull down list, or enter a new customer.


Enter an invoice to apply the payment to.


Enter the amount of the payment to apply.


Select the method of the payment to apply.
Please note that the payment method is only recorded and that Credit Card payments will not be automatically charged to the customer's credit card.

Reference Number

Enter a reference number for this payment.


Click on this button to Record the payment.

Deposit Account

Select the account the payment should be deposited into from the drop menu.