1. Enter Customer Name (or any portion of the name) to bring up a drop-down of possible matches. Or, if you want to search by phone, zip code, etc., use the Lookup button for detailed searches.
2. Enter Amount of Payment. The amount they are paying not the amount of the invoice(s).
3. Select Payment Method from the pull-down list.
4. Select Account it will be deposited to from the pull-down list. NOTE: This can be changed later when creating deposit slips.
5. Enter the Date Received. You can either enter the date manually or click the Calendar button to bring up a calendar.
6. Enter the Voucher Number. (Usually a check number) NOTE: THIS IS A REQUIRED ENTRY!
7. Check the Include Prior Interest select box, to include accrued interest in the invoice balances. NOTE: You can always add interest to specific invoices on the next screen.

Click on the Next button to continue. Your screen should look similar to this:

The system defaults to automatically figure out what amounts should apply to what invoices. If you have any credits for this customer, it will add them into the payment amount and apply them to invoices as well. If the amount you received EXCEEDS the invoice amounts, then you will need to enter data in the overpayment description area, and also check what you want done with the overpayment (change the payment received amount to equal the amount applied, or to create a credit memo for the customer).

If you do not like the selection the system made for you, you can change the amount paid on any invoice, and also enter interest paid by invoice. As you change payments and interest amounts paid, the totals at the bottom of the screen will change so you can see if you have applied the entire amount received (or over-applied).

NOTE: If you indicate in Admin -> Setup Receivables -> Company Options General (tab) that you do not want the computer to auto-distribute the payment to the oldest invoice then you will need to always select which invoices are being paid.

NOTE: When the Yet to Apply amount becomes 0.00 you have correctly balanced the payment to the invoices.

Click the Back button to cancel payment and return to the previous screen.

Click the Save button to Finalize the payment (and create the overpayment credit if that is called for).