This section describes how to record payments against invoices displayed on the Customers & Statements tab.


Note: Payments can also be made against invoices on the Invoices & Payments tab. On the Invoices & Payments tab you can allocate credit notes against invoices.


Via the Customers & Statements tab you can allocate a customer payment to one or more invoices for the customer.


Recording a Payment


Make sure the Customers & Statements tab is selected as shown below.


Select the Customer from which you have received a payment.




Press the Record button to show the Record Customer Payment Form.




Check the invoices to which you want to assign the payment. Use the Amount Allocated for invoice field to alter the amount allocated if needed.


Press OK to close the Record Customer Payment dialog.


See Also


Printing a Statement

Previewing a Statement

Emailing a Statement