Adding a Payment to an Account

Adding a Payment to an Account

To add a payment to a client’s account:

1.

Navigate to the Accounts screen.

Main Menu > Billing > Accounts

2.

Use the filters to search for a client.

3.

Double click on the invoice to open it.

4.

Click the green plus () icon.

5.

Select the payment type, enter the Amount received, and then either:

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 is applied to each Invoice Item manually, via the Posted field column.

6.

Enter Comments and Ref No. (Reference Numbers) as required.

7.

Click Post.

The payment is added to the invoice.

• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB