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As most sales activities, payments are accessed from the Customer Center screen.

Receiving a Payment

Entering a payment in the mobile app

To receive a new payment from a customer, find the customer in the Customer Center, highlight them and tap Payment.

The Payment screen will list all existing invoices with open balances for the current customer. Any available credits will also be reflected on this screen and can be applied to invoices to partially or fully cover their due amounts (see Credit Memos).

Start by entering the total amount of this payment in the Amount field on top. Then, use the checkboxes in the rightmost column to mark the invoices to which this payment will be applied. You can also type in the amounts in the “Pmt” column of the invoice list to specify the exact amount that will be applied to each invoice.

If you tap Auto-Apply, the app will try to automatically distribute the payment amount over the existing invoices, starting from the top of the list.

When the payment amount has been distributed, select the payment method and, if necessary, enter an optional reference number for the payment transaction. You can also add a memo which will be stored with the transaction.

Finally, when you are finished, tap Save. At this point, a payment document preview will be shown. Tap on one of the buttons at the bottom of this screen to Print the document, Email it, Fax it, or Save it as a picture on your device. If you wish to do neither, press the Back button on the device to leave.