Record and Moving Payments
Record your customer payments in the system to keep your AR up to date. If you integrated your system with a payment processor, you and your clients could process ACH or Credit Payments through the system . The system allows you to record ACH, Credit Card, Checks, Cash, Wire Transfers, Credit Memos, Cash Account, Bad Debt, and Credit Error payment transactions. You can find invoices by company name, company ID, or the invoice number. You can also go to search invoices, the invoice details page of the company, or use to global search to find an individual invoice to pay.
Go to Billing > Invoices and find invoices using the search filter.
Click on the ellipsis to find the Make Payment action.
If you are on the company's detail page, you can go to the Invoices tab to see all of the company's invoices and click on the ellipsis icon to make a payment to an open invoice.
If you know the invoice number you want to pay, use the global search to find the invoice. The link will take you to the receive payment page.
The system assumes you are looking for a regular invoice if you only enter a number in the search. You must add a -s or -m if you are trying to find a special or master invoice, or use the Invoice Type filter.
No matter how you choose to get to your invoices, you will make your payments on the Receive Payments page. If you don’t have an invoice to pay but you want to record a payment, you need to select Apply to Cash Account. If you want to pay a specific invoice(s), you need to select the invoices using the checkbox.
The system will automatically populate the payment amount with the open balance of the selected invoices; make sure to change this value if you are only paying part of an invoice(s). Select the payment method from the payment method drop-down menu.
The default payment method depends on the company’s preferred payment method you set on the billing info for the company.
When you select Check, you can add a check number and a memo.
When you select ACH or Credit Card, you can use a payment method on file, enter a new payment method to record or process a payment.
If you just want to record a payment, you can choose to just add the last for digits of the account. You must already have money on the cash account or a credit memo to use either payment method.
Once you record your payments, you can choose to refund them from the receive payments page or void them from the payment recorded page, if they were made in error. A refund can be recorded only, or processed as an E-Debit, if you already refunded the transaction via your online payment processor.