Page tree
Skip to end of metadata
Go to start of metadata

Title: Recording Customer Underpayment

Brief description:

This Quick Topic covers the steps on how to add customer Underpayment.

What’s covered in this document:

Customer Underpayment

  1. Navigate to Financials > Accounts Receivable > Customer Payments.

  2. Click the +Customer Payment link to add a customer payment.

  3. Enter the summary information for the customer as shown below. All required fields must be populated.  Click Save.



  4. From the left hand menu select Paid Documents. Completed Invoices will be listed. Select the document to pay, in this case invoice number 00887. Notice that our payment amount of $1,800.00 is being applied to an invoice amount of $30,000.00.  As we select the invoice, the Balance of the Customer Payment will be updated to reflect the selection.  As shown, there is a negative balance of $28,200.00.



  5. When you input the amount of $1,800.00 into the PAYMENT column, the balance in the REMAINING column is updated to reflect the $28,200.00 balance due.



Additional Information

Help Docs - Customer Payments


  • No labels