Entering customer payments

Step 4: Choose what you want to do with the customer payment

Step 1 > 2 > 3 > 4

If you haven’t already read the Customer Payments Overview, see Entering customer payments for more information.

To see how the customer payment will affect your financial records
To record the customer payment
To record a payment on an order after you’ve already recorded the order

To see how the customer payment will affect your financial records

Choose Recap Transaction from the Edit menu to view the accounting entries that will be made to your financial records when you record the payment.

To record the customer payment

Click the Record button to record the customer payment.

To record a payment on an order after you’ve already recorded the order

The Customer Payments window should be displayed

  1. In the Customer field, enter the name of the customer who made the payment.

  2. Search the list of transactions at the bottom of the Customer Payments window for the order. (The transaction’s Status column shows the word “Order.”)

  3. Enter the amount of the payment in the Amount Applied column for that transaction.

  4. Notice that the Amount Received field in the top half of the window is empty. Enter the amount of the payment in this field. To do this, simply click the empty field. The amount will automatically appear.

  5. Click Record.

Entering customer payments - Step 4