Applying payments

Mandi
Mandi Member Posts: 1 Novice Member Novice Member
in Accounts Hosted

Is there a way to apply a customers payment to an invoice when you are creating it rather than saving it and then "Receive Payment"?

Also, is there a way to apply a customers payment within the "Create Invoice" window? i.e. open an existing invoice through the Customer Centre to apply a payment rather than going to the "Receive payment" window and searching for the invoice there.

Comments

  • Kris_Williams
    Kris_Williams Member Posts: 4,277 Reckon Hall of Famer Reckon Hall of Famer

    Use a sales receipt instead

  • Zappy
    Zappy Accredited Partner Posts: 5,252 Accredited Partner Accredited Partner

    Yes you can. You can add a second line with a payment type. Although why you wouldn't use a sales receipt as pointed out by Chris is beyond me. Call me if you get stuck 0407744914

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