Invoices

Taking a Payment on Multiple Invoices

Take a single payment from a customer and apply it to any unpaid Invoices.

How to Take a Payment on Multiple Invoices

1. Locate the customer's Invoice.

2. Click on the Apply $ to Multiple Invoices sidebar button.
   
   A dialog box appears.

3. If this is the customer you wish to take a lump payment from, click Yes.

4. Otherwise select No, Try Again and choose the contact from the drop-down and click Continue.

5. The Contact file appears with the Receive Payment tab open.

6. Choose which Invoices you wish to receive payments by clicking the adjacent Pay checkboxes.

   • If necessary, adjust the value in the individual Amount to Pay fields.

7. Click the Recalculate button.

8. Click the Submit Payment button.
   
   The Receive Payment window appears.

9. Enter the Payment Date, Payment Tender and optional Reference number.

10. Click Process Payment.

See also: Invoice Quick Reference Page, Contacts - Receive Payment Tab