To select open items for a payment
- 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, or click the lookup icon on the Id field.
- Enter a check number or credit/debit card code in the Check/CC field and enter the required card information. Do not enter any information in the Pay Amount field.
- Click the checkbox in the Pay column for each line item that you want to select for payment.
Note: The Pay Amount field increases by the line item amount as you select each line item. If you select the wrong line item, click to deselect (uncheck) the checkbox.
- Click Save.