Enter the date the payment was received (not the date of the invoice).
Select the customer from the drop-menu, or enter a new customer using the customer button to the right of the drop-menu.
If you selected a customer, this field will automatically fill with the customer's account balance. If the payment does not match this number, enter the exact amount paid.
Select how the payment was made.
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.
Update Express Accounts
Check this if you wish to update Account information in Express Account software.
Charge Customer via online Credit Card Gateway
Check this if you want to charge the customer by the credit card. You must have set the payment account in Options on the Credit Card Gateways tab, as well as entered the customer's custom credit card information in their customer listing.
This is the total amount remaining which has not been applied to any invoices.
Show paid Invoices
Check this if you wish to show paid Invoices in the Invoice list view.
Click on this button to Record the payment. To select the action (Record and Print) click on the pull down list.