You are here: netFORUM Pro Modules > Accounting > Payments > Adding a Payment for an Invoice

Adding a Payment for an Invoice

You can add a payment from the Accounting Overview (Add a Payment), an Open Order, the Individual Profile, or an Invoice (as shown below).

To make a payment from an invoice:

  1. On the Accounting Overview page, click the Find Invoices hyperlink.

  1. On the Find Invoice page, enter search criteria to find the invoice. To view the list of all invoices, enter a wild card character, %, in any search field.

As shown in the image above, you may also search by Money Order Number, Wire Number, and Purchase Order Number. To search using these fields, the Accounting module system option LeavePurchaseOrderInvoiceOpen must be enabled.
  1. Click Go. This will display a list of invoices matching the search criteria you entered.
  2. Click the go to icon next to the invoice to which you would like to add payment.

  1. The invoice page will load. On the Invoice page, click the Add Payment icon.

Clicking the Add Payment icon launches the Payment Wizard, which will walk you through the steps of applying a payment to an open invoice.

  1. On the Open Orders/Invoices page, review the Orders/Invoices information and click the check box next to the invoice where the payment will be applied.

  1. Click the Next button. This will open the Payment Information page.
  2. On the Payment Information page, select the Payment Method.
  3. Enter the related Payment Information (e.g., credit card number.)
  4. Select the Batch to be used for this payment from the Batch drop-down menu.
The Payment Amount can be edited.

The This is a Corporate Card check box is merely a flag that can be set to denote that the card being used is a corporate card as opposed to a personal credit card.
  1. Click the Next button.
  2. Review the Billing Information. (You can change the billing address information, if necessary.)

  1. Click the Next button.
  2. Review the Payment Details.
  3. To change the Payment Information, click Change and then edit the information.
  4. To send an e-mail confirmation for the payment, select the Send a confirmation e-mail... check box.
  5. To send a carbon copy (CC) of the e-mail to an additional e-mail address, select the Send a copy... check box.

  1. Click the Pay Now button. This will open the Payment Confirmation page.
  2. To print the Payment Confirmation, click the Printer Friendly Version button to preview the confirmation.
  3. You may also click the Make Another Payment button to make another payment on an open invoice.
  4. You may also click the Done button if you are finished.

  1. Click the Print This Page button to print the payment confirmation.

See also, Creating Hard Copy Invoices

For information on modifying the Payment Date for cash or check payments, visit the Modifying the Payment Date help topic.