Invoices

Take 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 the Apply $ to Multiple Invoices sidebar button.
   
   

3. A dialog box appears.
   
   

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

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

6. The Contact file opens and reveals the Receive Payment tab.
   
   

7. In the Enter amount of Payment field, enter the dollar value of the payment, e.g.  250 
   
   

8. Choose which Invoices you wish to receive payments on by clicking the appropriate Pay checkboxes.
   
   FrameReady auto-fills each line item's Amount to Pay field, based on the value you just entered.
   
   

9. If necessary, you can adjust the value in the individual Amount to Pay fields.

10. Click the Submit Payment button.

11. The Receive Payment window appears.
    
    

12. Enter the Payment Tender.
    
    Optionally, adjust the Payment Date or enter a Reference number.

13. Click Process Payment button.

14. Choose whether to print the invoices to which the payment was applied.
    
    

If no customer has been added to the Work Order, then this dialog appears instead:

 

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