Payments
Record customer payments and apply them against open invoices.
How to use it
Open Payments from the Sales menu, click New Payment, pick the customer, select which open invoice(s) to apply it to, and choose the deposit account, then save.
Configuration
Requires at least one open (unpaid or partially paid) invoice for the customer.
Details
| Menu location | Sales menu, Payments. |
| Who uses it | Bookkeepers reconciling incoming customer payments |
| Prerequisites | Invoices, Customers |
Related pages
See which plan includes Payments on pricing, or how Count My Bucks compares to QuickBooks.