Title: Recording Customer Underpayment
This Quick Topic covers the steps on how to add customer Underpayment.
What’s covered in this document:
Navigate to Financials > Accounts Receivable > Customer Payments.
Click the +Customer Payment link to add a customer payment.
- Enter the summary information for the customer as shown below. All required fields must be populated. Click Save.
- 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.
- 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.