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Payments are stored independently from invoices and credit notes.

 

To open/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.

 

•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 top toolbar 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.

 

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.

 
Related Topics:

New Payment