Posting a Payment

Posting a Payment

When using Manual Remittance, once payment has been received for a billed invoice, it must be added to the invoice and distributed to the appropriate visits.

1.

Locate and open the invoice.

Main Menu > Billing > Invoices

2.

Click the green plus () icon on the Payments & Credits tab.

3.

Enter all applicable information.

4.

Apply your payment:

A.

Click Auto Post Reminder, to distribute the Amount posted to Invoice Items, in date order, until the Amount that was entered is exhausted.

-Or-

B.

Enter the amount that will be applied to each Invoice Item manually, using the Posted field column.

5.

Click Post.

6.

Click Save to confirm this payment.

The applied Payment Line appears on the Invoice Detail screen with the Remaining balance amount adjusted.