Receiving Payments on the Invoice Form
Receiving a payment on an Invoice is similar to receiving a deposit / pre-payment on a sales order.
Note: Receiving a payment on the Invoice form is not the only way you can receive payments. You may also use the Receive Payments form.
How Paid: Enter the method of payment (credit card, cash, check, etc.)
GL Acct (General Ledger Account): Enter the general ledger account where the payment will be deposited.
Date Paid: Enter the date when the payment was made.
Dep (Deposit): Use
this check box to mark a payment to be placed in the un-deposited funds
account. This account allows you to easily create a deposit slip for
all payments received.
CK/Card Number (Check/Card Number): Enter the check number or credit card number.
Exp Date (Expiration Date): Enter the expiration date of the credit card.
Amt Paid (Amount Paid): Enter the amount paid toward the current sales order.
Amt Recvd (Amount Received): Enter the total amount received from the customer.
Authorization: Enter the credit card authorization number.
After you have finished entering the payment information, you may post the payment by clicking the Post button or you may save and exit the Invoice form.
