Recording customer payments

Alerts and notices

When a customer remits a payment to the client, you can record the payment in the Actions > Manage Customer Payments screen. You can record the payments as cash, check, or credit card payments, and you can also record write-offs for customer invoices that will not likely be paid. You can then apply these payments to the customer's open invoices and finance charges. This screen offers two ways to enter payment transactions.

  • Use the Rapid tab to enter multiple payments in a grid view.
  • Use the Detail tab to enter detailed, individual transactions or to add details to individual transactions that were entered in the Rapid tab.

As you enter data in one tab, the application simultaneously adds that information to the other tab, so you can switch between tabs as you enter transactions.

See also

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