Receivables: Recording Offline Payments

Use to keep track of all payments received, even ones paid outside of

  1. Click Payments In in the left navigation pane
  2. Click +Payment
  3. Select the customer
  4. Enter payment details:
    • Amount - The amount of the payment
    • Payment Date - Date the payment was received
    • Payment Type - Cash, Check, Credit Card, ePayment, PayPal, Other
    • Reference Number - A number used for referencing the payment
    • Deposit To - GL account for the payment to post to, if applicable
    • Memo - Enter any notes, if necessary
  5. Select invoice(s) to apply payment to
  6. Enter amount to apply each invoice
  7. Click Submit