Account level payments and credit memos

To access the CUSTOMERS screen: Go to the SALES menu → CUSTOMERS screen

Note: Any payments and credits added to the customer account will be applied to the oldest invoices first. (First in, first out method)

CREATING ACCOUNT LEVEL PAYMENTS

From the Customer Details screen, click More Actions, select Payment.

Now, you can add the payment information.

  1. Payment Date: The date the payment was made to the customer account.

  2. Payment Method: Select what method was used to make the payment from Cheque, Credit Card, Cash, or Financing.

  3. Cheque Number: The customers cheque number. (Note: only applicable to cheques.)

  4. Payment Amount: Enter the amount the customer paid to their account.

  5. Comments: Enter any comments you have for the payment.

When finished, click Save to apply the payment to the customer account.

CREATING ACCOUNT LEVEL CREDIT MEMOS

To create a credit memo on a customer account, click More Actions and select Credit.

Now, you can add the Credit Memo information.

  1. Credit Memo Date: The date the credit memo was added to the customer account.

  2. Credit Amount: Enter the amount you are crediting to the customers account.

  3. Comments: Enter any comments you have for the credit memo.

When finished, click Save to apply the credit memo to the customer account.