Create a Customer Payment

To create a new Customer Payment:

•	Use the Tasks Panel at the left of the work screen

►	Select the Action Manager

►	Select New Payment

•	Select the Customer desired

•	Then click OK

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.

To work with an existing Customer Payment:

•	Use the Tasks Panel at the left of the work screen

►	Select the Lookup Manager

►	Select Payments Lookup

•	The full-size Lookup screen will appear. (To add or change a record, see Large Lookup, Add or Edit.)

The Customer Payment screen will appear showing the original Payment Amount with the Unapplied Balance. (This could be the entire amount for this Payment.)

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