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Payments

The Payments screen displays a list of all payments made to your account in reverse chronological order. From here, you can also search for payments by Payment ID, Company or Payment Date.

Locating a Payment

1. Click Accounting in the main menu.
2. Click Payments in the side menu.

3. If needed, locate the Customer.
   • Enter any part of the Customer’s name in the Search box. Click the Search button.
   • To Clear the Search results, click X in the Search box.
4. Click on the magnifying glass icon to view the details of the payment.

Processing a Payment

1. Click Accounting in the main menu.
2. Click Payments in the side menu.
3. Click New Payment.
4. Start typing the Customer’s name in the Company box and select the customer from the list.
   • The system will auto-populate a list of the customer’s Unpaid Invoices.
5. Enter the payment date, Amount, and any descriptive text in the Notes field.
6. Select a Payment Method.
7. Scroll down to the Current Unpaid Invoices section, and enter the payment amount in the Apply field for the appropriate invoice.
   • A single payment can be applied to multiple Invoices.
   • The total of all Apply fields must match the Total Amount of Payment in the Payment Details section.
8. Click Save.

You can also watch a video on making a payment.