Payments can be Applied to the Invoices in Two Ways.
1.Invoices—>Open Invoices
payments can be directly applied for a Specific period from the Open Invoices.
Step 1:Select invoices—>Open Invoices and select the record and click on the Apply Payment button as shown below.
Step 2:Select the Payment Type,Enter the Amount,Received Date,Check Number etc and enter the Description.Now in the Posting Details click on the Apply amount which will be added to the invoice click on the save button as shown below.
Step 3 :Once payment is Applied it will display a pop-up Message as shown below
Step 4: The Paid amount can also be tracked under the Open Invoices as shown below.
2.Invoices—>Incoming Payments
Step 1 : Payments can also be applied through Incoming payments.If there are multiple invoices for the same client then click on the Create New button as shown below.
Step 2: Select the Creditor and Enter the details like Amount,Received Date, Check Number,Check Date etc Click on the Apply to Invoice Button as shown below.