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).
- 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. View
- Select the name from the list, then from the customer list toolbar click Payment. View
- 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, 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.
- From any contact list, select the checkbox next to each applicable contact.
- From the contact list toolbar, click Payment.
- 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