Receive Customer Payment for Open Invoices

This how-to video is aimed at AR users in 10X ERP, focusing on how to receive customer payments for specific invoices manually. It covers navigation, invoice selection, payment methods, and confirming the payment in the system.

  • Navigate to the Accounting Module and Select AR > Invoices Table
  • Filter or Search for Customer or Specific Invoice
  • Select Invoices for Payment and Click 'Receive Payment'
  • Choose Payment Method and Deposit Account
  • Confirm Payment Details and Submit
  • Review Cleared Invoices and Associated Payment Record as necessary
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