Start by going to Billing > Payments
Select the NEW PAYMENT button
In the pop out window, the default search is to Customer Name, however you can switch the search option to Invoice Number.
With the account located, select the method type, enter the amount and any applicable notes. You can also adjust the payment date as needed.
The invoices will automatically be checked off based on age of invoice. This means that if the customer has 3 open invoices with a total owed of $150 but they are only paying $100, the system will select the oldest invoices to apply payment to. You have the option uncheck the invoice and have the payment apply towards a different invoice or save as account credit.
After entering the amount and method, select the blue ADD PAYMENT button to save and move to the next entry.
On the last payment entry, select Add Payment, then select Summary.
Summary of payments:
After selecting Summary, you can review the payments entered before posting.
Once you select Post, you can review the payment batch before closing
To export the batch of payments in a CSV/Excel:
Filter by transaction date
Select all
Export
** Please note that the payments report does not always display the payment in the order it was entered **