V3 Payments Screen - Add Payment

You can add a Payment from the Payment Screen as opposed to from an Account. This might be helpful if you are entering multiple check payments at a time and want to make sure you haven't missed any. To add a Payment from the Payment Screen, use the following steps:

  1. Go to Accounting > Payments.
  2. Click Add Payment
  3. On the Add Payment overlay, select an Account

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  4. On the far right enter the Payment Amount

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  5. The Payment Date will default to the current date. Change if necessary.
  6. The Payment Method will default to the Client default. Change if necessary. Any credit cards that are on the account or added through the Payment overlay will show an icon when the corresponding Payment Method is selected. 
  7. Click Show Advanced Options if you need to change the Default AR Account or set the payment as a prepayment. 

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  8. If the Account has any open Invoices, when you enter an Amount on the Payment, it will automatically be allocated beginning with the oldest open Invoices. You may need to change the allocation by de-selecting the default Invoices and selecting different Invoices.
  9. Use the Memo field to make any notes about the payment. 
  10. Click Save Payment
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