To apply a specified payment amount to all unpaid items
- From Manage customers, find a customer record.
- From Service Central, select Process customer requests, and click Payment Entry to open the Payment Entry window.
- Click New.
- Enter an Id and press Tab to populate the Payment Entry window, or click the lookup icon on the Id field to select a customer record.
- Enter a check number or credit/debit card code in the Check/CC field and enter the required card information.
- Enter a dollar amount equal to the Unpaid Balance and press Tab in the Pay Amount field. Notice the Pay Amount, Unapplied Amount, and Unpaid Balance fields are equal because no line items have been selected for payment.
- Click the checkbox in the Pay column to select the line item(s) where payment will be applied.
- Click Save to update the customer's record with the payment.