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How do I apply a payment (or payments) to an invoice?

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Example: To apply a payment to an invoice

  1. Select the 'Applications' sub menu
  2. A list of unapplied payments for the party id will be displayed
  3. Press the 'Apply' button next to the entry that needs to be applied to the invoice (NOTE: More than one entry may be used. Also only part of a larger amount may be used)
  4. The Payments Applied total at the top of the screen will be updated with the amount selected. Also the Amount Open will be reduced by the amount selected.
  5. Once the total invoice amount has been selected a message will be displayed and only the first part of the screen will be displayed
  6. The top part of the screen will now be updated to show the 'Payments Applied' total is equal to the invoice total and the 'Amount Open' is zero.

How do I remove an applied payment (or payments) from an invoice?

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