Completing a Customer Payment

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

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Enterprise Navigation menu; shows the location Receivables/Invoicing and 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
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Customer Payment window; shows the new payment drop-down list and shows the location of Customer Payment.

In the Invoices field:

  1. Enter the invoice number(s) or select the Bill To Customer
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Customer Payment window; shows the location of the Invoices field and Bill To Customer field.
  1. Press Tab

Entering the Payment Details

In the Customer Payment window:

  1. Enter the total payment received
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Customer Payment window; shows a payment amount in the Payment Received field.
  1. Select the payment method
  2. Enter any authorization or check numbers
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Customer Payment window; shows the location Authorization/Check # field and Payment method field.
  1. Select the journal date
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Customer Payment window; shows a date in the Journal Date field.

Applying the Payment to an Invoice

In the Invoices pane:

  1. Find the invoice for payment using the filter line item
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Customer Payment window; shows the Invoice number in the filter line item.

In the Payment Applied field:

  1. Enter the payment amount toward that invoice
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Customer Payment window; shows the payment amount in the Payment Applied field.

If the payment is for multiple invoices:

  1. 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.

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Project window; shows the Retainage tab with a retainage percentage.

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.

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Customer Payment window; shows a value in the Retainage Amount field.
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