Overview
This article explains how to receive payments from your customers when they have open invoices.
Tips
- When a discount may be applied based on the payment policies set up in the Accounts Receivables Settings and the Customer Account "Advanced" Setup, the system will show an information icon next to the Discount column.
- The system allows identifying who processed a payment from the Payment History tab>>Processed By column. That column will be hidden by default so click on the gear gray icon and select "Processed by".
- Click on the invoice number to see the details of the order.
Receiving Payments in Multilocation Companies
While receiving payments in Multilocation Companies, you must select the Location that will be associated to the payment. Initially, all the invoices associated to the customer will be displayed, but notice that there is an additional filter (Only invoices associated to this location) which will display only the invoices that belong to the selected customer and location. Follow the steps explained above to apply a payment.
Once the payment has been applied, you will be able to filter by Location from the Payment History screen. The system will list only the Payments associated to the selected location.
Payment Date Before Invoice Date
Keep in mind that the Receive Payments screen won't list invoices having dates after the Payment Date.
