Applying Customer Payment
- Stephanie Pepper (e-manage|ONE)
The Customer Invoices window will show the invoice(s) that have been created per order in the grid at the bottom of the window. To apply a payment to an existing invoice right click the grid listing of the appropriate invoice at the bottom of the Customer Invoices window.
The window shown is the Apply A Received Payment pop up window. Fill out the required fields marked with asterisks. When complete click the Save button.
Notice the highlighted cell in the grid listing of invoices at the bottom of the Customer Invoices window. The balance of Zero indicates that a payment has been applied to that invoice.
NOTE: Typically, at this point you would complete the order by using the checkbox under the "Completed" column. By completing the order, you can now run your "Profit Report (Orders Completed)" from the Reports menu based on the Order Completed Date.
