Receive a Payment against a Customer Invoice
Receiving a payment within an invoice is quick and easy with all details auto-filling. It is an efficient way to process payment when there is only one invoice against the customer account.
To receive a payment from within a posted, unpaid invoice, select ...More Options from the Invoice toolbar and choose +Payment from the menu.
The same option is available from the spill menu at the end of row in the Customer Invoices screen.
The New Customer Payment window opens with the Customer, Payment and Amount details all populated.
Confirm the details are correct and Save to proceed.
The invoice table displays with the payment allocated to the invoice.
Post to process the payment.