Take a single payment from a customer and apply it to any unpaid invoices.
Access: Invoice file > Apply $ to Multiple Invoices side bar button
This dialog box appears.
- Select the name of the customer.
The ID information will be entered into all of the fields.
- Click Continue.
- Confirm the customer by clicking Yes, No, Try Again or Cancel.
- When you click Yes, you are directed to the Contact file > Receive Payment tab.
- Choose which invoice/s you on which you wish to receive payment/s by clicking Pay box/es.
- If necessary change the value in the Amount to Pay field.
- Click Refresh.
- Click Enter Payment.
- In the Enter Payment dialog box enter the Date (MM/DD/YYYY). Tender and optional Reference #.
- Click OK.