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 apply a payment; instead post a payment to the 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 Contact Profile View
- 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.
From the Customer List View
- Select the name from the list, then from the customer list toolbar click .
- 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 Method
- From the customer list, right-click on the customer's name, and choose Account Balance. View
- Under the Account section of the Account & Invoices 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.
Clear Multiple Account Balances View
- From the customer list, select the checkbox next to each applicable customer.
- On the customer list toolbar, click .
- Click Yes to confirm, and clear the account balance for each of the selected customers.
Additional Information:
- Account & Invoice tab
- Boulevard 2020 Webinar Replay 38:18 minute point
- Clear an Incorrect Account Balance