Log into the system as an Agency User, Owner, or Admin.
Click Payment Register by Payer under the Accounting menu.
Select Office and Payer.
All outstanding Invoices for this Payer are displayed, with some additional details such as Invoice Number, Client Name, Invoice Date, and Invoice Amount.
Select the date which you want to record for this payment.
Select the payment type (credit card, offline credit card, cash, check) from the drop-down list.
Enter the amount* and a brief note (optional) as necessary.
Select the appropriate credit card if Payers has multiple cards in their profiles.
NOTE: You can only enter the amount up to the total outstanding balance for this payer. For example, if a Payer owes $100, you can enter any amount that is less than or equal to $100.
When you enter the amount, click on the Apply button. This will split the amount to specific invoices automatically. If the amount entered is exactly what is owed, all invoices will be paid in full. If it is partial (as in the below example), it will split in ascending order. That is, the oldest invoice will be considered first, the second oldest next, and so on until all have been considered.
Click the Save button to update the information, or the Cancel button to cancel the update.