Invoice Payments

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The Invoice payments screen shown below lets you apply payments to invoices



You can filter the invoices using the Filter Invoices drop-down list. The following options are available from this list.

Show All

When you select Show All, all your invoices are displayed.

Show Paid

When you select Show Paid, only invoices that are fully paid are displayed.

Show Unpaid

When you select Show Unpaid, only invoices that are not fully paid are displayed.

Show For Month

When you select Show By Month, two drop-down list are displayed from which you can choose the year and the month to display invoices for.

Show By Customer

When you select Show By Customer, a drop-down list containing all your customers is displayed. When you choose a customer, that customer's invoices are displayed.

When an invoice is selected, any payments already applied to it are shown in the Payments list.

Enter a description for the payment in the Description field.

Select the date of the payment by click the small button next to the Date field.

Enter the amount of the payment in the Amount field. When you click in this field the outstanding amount for the invoice is entered for you but you can change it to what you want. When the sum of all the payments is equal to the amount of the invoice, the invoice is marked as paid.

To add a new payment click the Add button.

To save your changes click the Save button.

To delete a payment, select it in the Payments list and click the Delete button.

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