Previous Topic

Next Topic

To select open items for a payment

  1. From Manage customers, find a customer record.
  2. From Service Central, select Process customer requests, and click Payment Entry to open the Payment Entry window.
  3. Click New.
  4. Enter an Id, or click the lookup icon on the Id field.
  5. 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.
  6. 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.

  7. Click Save.

See Also

Processing Payments

To apply a specified payment amount to all unpaid items

To apply a payment to multiple items using Auto-apply


ASI logo 10.6 Production Release. Updated 1/13/2006 10:45:05 AM
© Copyright by Advanced Solutions International, Inc. All rights reserved.