Posting Payments
Payments can be added to the invoice if the payment is made during the initial purchase. Or, if the payment was given later, it can be posted to their account from the contact list or contact profile toolbars. If the payment method 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).
- Select the name from the list, then from the list toolbar, click
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.
- 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.
- Right-click on the customer's name from the customer list, 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