Making Payments to Specific Customer Invoices

1. Access the Customer Payment screen through one of three ways:
   
   • In the Point of Sale screen, click on the Customer Payment button or press [F11] on your keyboard. 
     Then, search for and select the particular customer.
     OR
   • In the Customer Screen, search for and select the particular customer. 
     Then, click on the Menu button and click on Payments.
     OR
   • In the Quote and Invoice Management screen, find an invoice for the desired customer.
     Click on the Customer Payments button. (Skip to step 3)
2. Click on the Pay Specific Invoice button.
   
3. There are a number of ways to select which invoices will be paid:
   
1. Tick the box in the Select column for invoices you wish to pay
   
2. Click Pay All to pay all outstanding invoices
   
3. Click Pay Amount, then enter a total in the box that appears. Doing so will allocate this amount as payments to the oldest available invoices.
   
4. To make a partial payment of an invoice, click into the Payment Amount column and type the desired amount.
4. The amount in the This Payment box will update as you select invoices. 
   
5. When the correct invoices have been chosen, click Pay Now. The Point of Sale screen will then show the amounts being paid against each invoice.
6. Process the payment as normal.

The payments cannot be backdated in any way. This is because some accounting processes will have already locked in numbers to a certain point which can be complicated to update, and some of that information may have already been given to customers in the form of statements or invoices.

After a payment has been made on a customer account, you can check to see how the allocation was done. Go to the Customer screen and bring up the customer account, then right-click on the payment transaction to select Allocation Details.

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