Recording a Customer Payment

November 28, 2018

treehouseadmin

If you offer credit card payments to your customers, the payment will be automatically recorded.  When a customer sends you either a cash or check payment for an invoice you have sent, here is how to enter the customer payment in Patriot’s Accounting Software:

Accounting > Customer Tasks > Record Payment

  1. Select a customer.  You can enter a payment for one customer at a time.
  2. Enter the total payment received from this customer at the top of the screen.
  3. Enter the payment type, payment date, and check/reference number if you have one.
  4. All unpaid invoices for that customer will be displayed. For each invoice that the customer is paying in full, click “Pay In Full” in the row for that invoice.  In the example below, Ben paid you $30.00, which is not enough to pay both invoices in full.

 

If the customer is paying less than the full amount due, click “Pay Partial” in the row for that invoice and enter the partial amounts in the Applied boxes for each item on the invoice.  In this example, there is $3.50 remaining that will be applied to the next invoice.

 

When you are finished entering the payment, make sure the total Payment Received you entered at the top of the page has been applied to invoices.  The green progress bar at the bottom of the page will guide you.

 

Click “Save Customer Payment” and you will see a confirmation screen that the payment has been saved. This payment will appear in your Activity by Account report, Customer Payment History report, and on the customer’s Payments page.

If your customer has overpaid, or you owe them money due to a return or refund, you can enter a credit to be applied later to a future invoice.  See Issuing a Credit to Your Customer.

 

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