There are two ways you can go about adding a customer payment.
Method 1:
- If you’re not already there navigate to the customer payments page. From the left-side of the dashboard click on “payments” then click on “accounts receivable” and then click on “customer.”
- Click on the blue “add new customer payment” button on the right side of the screen.
- Select the invoice number for the payment you wish add.
- Complete the payment method fields.
- The system will default to the full amount due. You can change this number to the exact payment amount if it is different than the amount due.
- Click save to save your changes.
Method 2:
- If you’re not already there navigate to the customer payments page. From the left-side of the dashboard click on “payments” then click on “accounts receivable” and then click on “customer.”
- Find the invoice on the payments page. You can do this by typing the invoice number in the search field or scrolling through the list of invoices.
- Once you find the invoice click on the blue “pay” button on the right side of the screen.
- Complete the payment method fields.
- The system will default to the full amount due. You can change this number to the exact payment amount if it is different than the amount due.
- Click save to save your changes.
** Tip: Make sure to check the filter at the top of the page. You will want to have it set to “all” or “partially paid” to find the invoices you need.