How to: Complete a customer payment.

Environment: Comsense Enterprise

In this article: 

About Customer Payments

The Customer Payments window records customer payments against sales order or project invoices. You can apply a customer payment to multiple invoices in one customer payment transaction. Before completing a customer payment in Enterprise, the sales order must be invoiced and a cash drawer must be open.

Accessing Customer Payments

Enterprise > Receivables/Invoicing > Customer Payment

Creating a New Customer Payment

When creating a new customer payment, you can either search invoices in the Bill To Customer field or the Invoices field. If you search invoices from the Invoices field, the window will automatically distribute the amount in the Payment received field to the invoice(s) in the Invoice field.

in the Customer Payment window:

1. Click New
2. Click Customer Payment

In the Invoices field:

3. Enter the invoice number(s) or select the Bill To Customer

4. Press Tab

Entering the Payment Details

In the Customer Payment window:

1. Enter the total payment received

2. Select the payment method
3. Enter any authorization or check numbers

4. Select the journal date

Applying the Payment to an Invoice

In the Invoices pane:

1. Find the invoice for payment using the filter line item

In the Payment Applied field:

2. Enter the payment amount toward that invoice

If the payment is for multiple invoices:

3. Complete steps 1-2 for each invoice

Adding a Retainage Amount

Comsense automatically calculates retainage amounts for any projects with a default retainage in the Projects window, Retainage tab.

If you do not include the retainage in the Project window, you must add the retainage manually in the Customer Payment window each time you process a customer payment. 

To manually add the retainage amount, Click + on the invoice line item and Enter the retainage amount in the Retainage Amount field.