Collecting Invoice Payments
Complete the following procedure to collect the payment for an invoice.
To collect invoice payments
Tap Side Menu and then tap Invoices to display the following:
The Invoice list and details in the main pane.
The calendar in the side pane showing the call scheduling information.
Drill down on a link in the Invoice Number field to open that invoice.
All details for the selected invoice appear in the main pane.
Tap Pay in the main pane.
The Payments view opens showing the invoice details (with Pay, Print Preview, Cancel, Deliver, and Visit Home buttons) followed by the payments associated with the invoice.
Tap Pay to initiate payment collection for the invoice.
A Payment form for the payment record appears in the main pane.
To pay an invoice, you can either collect a new payment from the customer or use an existing credit source to pay the invoice.
To collect a new payment from the customer, do the following:
Tap New (the plus (+) icon) on the payment form to create a new payment record.
In the Method field, choose a payment type (for example: Automatic Debit, Check, Check, Wire Transfer, Cash, and so on).
In the Apply to Invoice field, type in the payment amount.
The Payment Total field defaults to the amount outstanding for the invoice. The Apply to Invoice field determines what is applied to the invoice. The amount applied to the invoice cannot be greater than the amount outstanding on the invoice.
Tap Commit.
A new payment record is created and the record automatically appears in the Payment list on the Invoices page. The value in the invoice Status field changes to either Paid or Partially Paid.
If an existing credit source exists (such as an open credit memo or residual payment credited to the customer), then the Payment form is prepopulated with the information and you do the following:
In the New Amount field, type in the amount to apply to the invoice.
Tap OK.
Tap Commit.