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Recording Partial Invoice Payments

To record partial invoice payments

  1. Go to Revenues > Billing > Invoice Payments.

  2. Click Add.

  3. Select a Payment Method.

  4. Check (Local Bank): enter the Check Number, Payment Amount, and Payment Date.

  5. Cash (Local Bank): enter the Payment Amount and Payment Date.

  6. Credit Card: enter the Credit Card, Payment Amount, and Payment Date.

  7. Lock Box: enter the Check Number, Payment Amount, and Date Mailed.

  1. Select each invoice that is to be paid. Each invoice displays the open amount in Applied Amt. and zero displays in Open Amt.

  2. The value in Amount Remaining decreases by the amount of each selected invoice payment.  Amount Remaining keeps a total of the amount remaining from your Payment Amount or your Credit Amount after each invoice is paid.

  3. Click Change Applied Amount to apply an amount that is less than the open amount of the selected invoice.  The Change Applied Amount window displays. Accept the new applied amount, or enter a different applied amount and click OK. UFS recalculates Open Amt.

  4. When Amount Remaining displays zero, you have applied the entire payment or credit. Click Save and Yes to confirm. UFS removes the fully paid invoices from the list, and you can record the next payment, or click Close.

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