💳 Applying Customer Payment

💳 Applying Customer Payment

  1. The Customer Invoices window will show the order(s) created per project in the grid at the top of the window. To apply a payment to an Invoice, select the appropriate Order that will receive the payment. The corresponding Invoice(s) will populate in the bottom grid.

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  2. Click the “Apply Payment” in the ribbon. The “Apply a Received Payment” dialog box will appear.

  • Enter all required information denoted by the asterisks. Click “Save” upon completion.

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  • The top grid will show a $0.00 balance for the selected Order.

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