Customer Payments for Several Invoices, Partial Payment, and Overpayments.

This guide explains how to process customer payments in the Accounts Receivable Invoice screen, including paying multiple invoices, handling partial payments, and managing overpayments. Users can select multiple invoices for a single payment, adjust payment amounts for partial balances, and apply extra funds  as an On Account Credit. All payments and remaining balances are automatically reflected within the invoice and payment records for accurate tracking.

• Navigate to Accounts Receivable Invoices by going to Accounting > Accounts Receivable > Invoices to begin processing customer payments.
• Filter Customer Invoices to quickly locate the invoices for the customer making the payment.
• Select Multiple Invoices and choose Receive Payment to apply one payment across several open invoices.
• Enter Partial Payments by adjusting the payment amount on individual invoices when the customer is not paying the full balance.
• Confirm Payments to automatically update invoice balances and display any remaining unpaid amounts.
• Review Payment History in the Payments section to verify completed transactions and payment amounts.
• Handle Overpayments by either assigning the extra amount to another General Ledger Account or toggling the option to create an On Account Credit.
• Apply On Account Credits Later to future invoices or customer payments as needed.