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Create an Invoice Payment

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There are several ways to Create an Invoice Payment:

Directly from within the Invoice screen:
Click the Actions button at the bottom
Select Create Payment.
Using the Customer Payment screen:
On the Action Manager of the main screen
Click on New Payment
Select the Customer desired
Then click OK
The Customer Payment screen will appear

You can set an option in the Company Preferences, A/R Tab that allows a new Payment to be applied to a newly created Invoice if the Due Date shows that it is already due.

As you exit the Invoice, a message will appear asking if you would like to create a Payment. If you click on Yes a new Payment will appear and you specify the amount to apply to the new Invoice.

 


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