Payments can be posted to an account in a couple of different ways. If the payment method being used is either Credit Card or Approved Credit Card, when finished, see Handling Credit Card Payments to complete the process.
Note: It is not recommended to edit an invoice to post a payment; instead post the payment to their account which allows for more accurate recordkeeping (E.g. Posting a payment will show the date that the invoice was actually paid instead of the date the invoice was created).
- From the customer list, right-click on the customer's name, and choose Account Balance.
- Under the Account section of the Account & Invoice tab, click or from the profile toolbar, click Payment and select Post Payment.
- Enter the payment details. If the invoice is being paid in full, click located inside the Amount field or click Paid.
- When finished, click OK to save and close.
Tip: If the payment source is an electronic cash payment, select Cash / Check from the Payment Type, and in the Memo/Check# field specify the source (Venmo, PayPal, Zelle, ACH, E-Transfer, etc.). View