Entering Receive Payment transactions
Step 4: Choose what you want to do with the payment from a customer

Step 1 > 2 > 3 > 4

If you haven't already read the Receive Payments Overview, see Entering Receive Payment transactions for more information.

To see how the payment from a customer will affect your financial records
To record the payment from a customer
To record a payment on an order after you've already recorded the order

To see how the payment from a customer will affect your financial records

Choose Recap Transaction from the Edit menu to view the accounting entries that will be made to your financial records when you record the payment.

To record the payment from a customer

Click the Record button to record the payment.

To record a payment on an order after you've already recorded the order

The Receive Payments window should be displayed.

  1. In the Customer field, enter the name of the customer who made the payment.

  2. Search the list of transactions at the bottom of the Receive Payments window for the order. (The transaction's Status column shows the word "Order.")

  3. Enter the amount of the payment in the Amount Applied column for that transaction.

  4. Notice that the Amount Received field in the top half of the window is empty. Enter the amount of the payment in this field. To do this, simply click the empty field. The amount will automatically appear.

  5. Click Record.

Entering Receive Payment transactions - Step 4