Recording customer payments

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Change to CS Support service hours

Our Support department is closed on Friday, April 28th for a company event. However, limited Accounting CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline for quarterly payroll tax forms.

Links to our most popular payroll tax processing topics are available in the Alerts and notices section on the right side of most pages.

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.

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.

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