Payments

This screen lists every payment recorded across your business, so you can see what has come in, from which customer, and how each payment has been applied.

What you can do here

• Browse all recorded payments in one table, showing the customer, payment method, amount, payment date, the invoice it relates to, reference number, who received it, and its status.
• Sort the list by column and page through it as your payment history grows.
• Open the Allocate action on any payment to see its full detail: the total amount, how much of it is already allocated to invoices, and how much credit is left unallocated.
• Apply a payment's remaining credit to one of that customer's open invoices, or leave it as customer credit on the account when there is no open invoice to apply it to yet.

Steps

Allocate a payment to an invoice:

1. Find the payment in the list and choose Allocate.
2. Review the summary: payment amount, amount already allocated, and credit left. Any prior allocations are listed below it.
3. If the customer has open invoices, pick one from the Invoice list. The amount field fills in automatically with the smaller of the remaining credit and that invoice's balance due, and you can adjust it.
4. Choose Allocate to apply the amount. The invoice's balance and the payment's remaining credit update right away.
5. Choose Close when finished, or pick another invoice to keep spreading the same payment's credit across several invoices.

Related

• /help/billing/payments/pending
• /help/billing/invoices