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:
- Click New
- Click Customer Payment
In the Invoices field:
- Enter the invoice number(s) or select the Bill To Customer
- Press Tab
Entering the Payment Details
In the Customer Payment window:
- Enter the total payment received
- Select the payment method
- Enter any authorization or check numbers
- Select the journal date
Applying the Payment to an Invoice
In the Invoices pane:
- Find the invoice for payment using the filter line item
In the Payment Applied field:
- Enter the payment amount toward that invoice
If the payment is for multiple invoices:
- 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.
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