How to work with Receive Payment

To work with Receive Payment

There are several options for recording an invoice payment. When you receive payment on an invoice you've sent to a customer, you can use the Receive Payments window to apply the payment to the invoice. When the customer pays in full at the time of the sale, enter a sales receipt instead. You can also record a partial payment at or before the time you write an invoice.

• First of all, display the Receive Payments window.

• Complete the fields in the top half of the window. If the payment is for a particular job on your Customer: Job list, make sure you choose the job as well as the customer's name in the Customer: Job field.

• If you received one payment that covers multiple jobs, you'll need to apply the appropriate amount of payment to each job separately.