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Customer payments

Matthew Hilton
  • Updated

Payments is used to record customer payments. They are stored independently from invoices and credit notes. By recording payments you could  report on them or export a list of them for accountability.

 

To enter payments:

  1. Open a sales order
  2. Make sure it is saved so you can see the progress toolbar
  3. Click Payments from the progress toolbar

OR

  1. Right-click a sales order reference number
  2. Select Invoicing & Payments
  3. Select Payments

 

The payments screen lists all payments and the current balance:

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  • Single-click to select a payment.
  • Double-click a payment item to open it and add or amend the details.

(If using the accounts link you can export payments to Sage.)

 

New Payment

If there are no payments this is the only button that is enabled.

See New Payment.

 

Delete Payment

If a payment needs to be removed:

  1. Open the payments window as above.
  2. Click once on the payment row to highlight it.
  3. Click  Delete on the left hand side and confirm by clicking yes.

 

Part Invoice (Create)

  1. Make a new payment.
  2. Click a payment to select it.
  3. Click Part Invoice button to create a new part invoice for the amount of the payment.

 

This option is disabled if there are no payments. See Part Invoice topic.

 

Create Receipt

When you have recorded one or more payments you can create a receipt for each one.

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