Posting Payments

There are several methods to quickly post a payment (or even apply a credit to their account).

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).

Option 1: From a Contact Profile

1. From the profile toolbar, click Payment and select Post Payment.
2. Enter the payment details. If the invoice is being paid in full, click  located inside the Amount field or click  Paid.
3. When finished, click  OK to save and close. View

Option 2: From the Customer List

1. Select the name from the list, then from the customer list toolbar click   Payment. View
2. Enter the payment details. If the invoice is being paid in full, click  located inside the Amount field or click  Paid.
3. When finished, click  OK to save and close.

Option 3: Right-Click Method from the Customer or Address List

1. From the customer list, right-click on the customer's name, and choose Account Balance. View
2. Under the Account section of the Account & Invoices tab, click   or from the profile toolbar, click Payment and select Post Payment.
3. Enter the payment details. If the invoice is being paid in full, click  located inside the Amount field or click  Paid.
4. When finished, click  OK to save and close.

Clear Multiple Account Balances

1. From any contact list, select the checkbox next to each applicable contact.
2. From the contact list toolbar, click Payment.
3. Click Yes to confirm, and clear the account balance for each of the selected contacts.View

Tip: If the payment source is an electronic cash payment, select Cash / Check from the Payment Type, and in the Memo/Check # field (or if in the invoice, the Check # field) specify the source (Venmo, PayPal, Zelle, ACH, E-Transfer, etc.). View

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Additional Information:

• Account & Invoice tab
• Clear an Incorrect Account Balance