When a customer sends a payment, the first step is recording it in CRO Billing so it appears in their account history. Recording a payment captures the amount, method, and date, but does not automatically apply it to any invoice. Application is a separate step covered in How to Apply a Payment to Invoices.
Steps
1. Go to Receivables. Click Receivables in the left sidebar. You will land on the Payments by Account tab.
2. Find the customer. Locate the customer in the list. You can type the customer name in the search bar to filter the list. Click the customer's name to open their payment history.
đ¸ Screenshot suggestion: The Payments by Account search bar with a partial customer name typed, showing the filtered list below.
3. Open the payment entry form. Click the New Payment button in the toolbar at the top of the customer's payment list.
4. Fill in the payment details.
Enter the following:
Amount â The total amount received
Method â How the payment was made: Check, ACH, Credit Card, Wire, or Cash
Date â The date the payment was received
Check Number â If the payment was made by check, enter the check number here
Comments â Any notes you want to attach to this payment, such as a reference number or a note about partial payment intent
đ¸ Screenshot suggestion: The new payment form with the Amount, Method, and Date fields filled in.
5. Save the payment. Click Save. The payment will appear in the customer's payment history with a balance equal to the full payment amount, indicating the funds have not yet been applied to any invoice.
đĄ Note: A saved payment with a balance equal to its full amount means it is recorded but not yet applied. The customer's invoices won't update until you complete the application step.
What Happens Next
After saving, the payment appears in the customer's list and also in the All Undeposited tab until it is marked as deposited. To apply the payment to open invoices, see How to Apply a Payment to Invoices.