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Create a Customer Payment

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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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