Recording Payments for Multiple Invoices

To record a payment against multiple invoices, follow this procedure.

Note: You can also begin this procedure from the Billing Portal view. For information, see in the table in End-User Views.

To record a payment against multiple invoices

1. Navigate to the Accounts screen, then the Accounts List view.

2. Drill down on the name of the account.

3. Click the Payments view tab.

4. In the Payments list, add a payment.

5. Drill down on the payment number of the payment.

   The CME Payments view of the Payments screen appears with the Payment Detail form.

6. In the Payments list, drill down on the payment number of the payment again.

7. In the Invoices list, enter the amount that you want to apply to each invoice in the Payment Amount field.

8. In the Payment Detail form, enter the total amount.