How to Post a Payment

Overview

This guide explains how to post a payment to a customer's account in Cornerstone Billing Solutions. It is intended for billing staff and account managers who need to apply a customer payment against one or more outstanding invoices.

By the end of these steps, the payment will be recorded against the selected invoices, and the account balance will be updated accordingly.

Before You Begin

Before posting a payment, please ensure you have the following information on hand:

• The customer's account number (or enough information to search for the account)
• The check number associated with the payment
• The payment amount, if it differs from the total of the selected invoices

Steps: How to Post a Payment

1. Click the Payments Icon in the navigation.
2. Click Post Payments from the menu.
3. Enter the customer's account number, or click the magnifying glass icon to search for the customer by name or other criteria.
4. Click OK to load the customer's account.
5. Check the boxes next to the invoices you want to apply the payment to.
6. Click "Apply Payment to Tagged Invoices". The system will automatically populate the amount field with the total of the selected invoices.
7. Enter the check number in the appropriate field.
8. Click OK to post the payment.

Related Articles

You may also find the following articles helpful when working with payments and account balances in Cornerstone Billing Solutions. Please check the knowledge base for additional guides on topics such as viewing payment history, applying credits, and managing invoices.

Need Additional Help?

Our Customer Success team is here to assist you.

Phone: 847-405-9517 x1
Email: customer.success@alarmbills.com

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