How Do I Post a Payment?

Here's a step-by-step guide on how to post payments received in your office. There are two main methods, depending on whether the payment is for a single invoice or multiple invoices.

Method 1: Posting a Payment to a Single Invoice

If you have a payment that applies to one specific invoice, follow these steps:

1. Click on Customers in the navigation.

2. Search for the customer and select their account.

3. Click on Invoice History.

4. Find and click on the invoice you need to open.

5. Click on the Payments tab.

6. Enter the payment amount in the "Check Amt" field.

7. In the "Check No" field, enter the check number or type "cash" (or other relevant payment type).

8. The Post Date will automatically default to today's date, and the Income Type will default to "*chk/card." Leave these fields as they are, as they are crucial for reporting.

Method 2: Posting a Payment to Multiple Invoices

If you have a payment that needs to be applied to several invoices for a customer, use this method:

1. Instead of going to a customer's account, find and click on the Payments icon directly from your main dashboard.

2. Select Post Payments.

3. Click the magnifying glass icon to search for the customer.

4. Search and select the account, then click OK.

5. Select the checkbox next to each invoice you want to apply the payment to.

6. Click Apply to Payment to Tagged Invoices.

7. Edit the dollar amount if necessary (i.e., if the payment covers only a portion of the total tagged invoices).

8. Add a description in the "Check Number" field (i.e., check number, "cash," etc.).

9. Click OK to complete the posting.

Important Notes for Both Methods:

• If you enter a Check Amount that is greater than what's due on the invoice(s), the software will automatically create a *PREPAID credit. This credit will then auto-apply to any future invoices generated for that customer.

• To view any customer credits, navigate to the customer's account and click on the Credits icon.