How to Create a Customer Payment

Enviromint Support -

From the Accounting Menu choose Receivables Then Customer Payment 

  • Fund Is the Fund that the monies are being deposited to.
  • Customer = the name on the Cheque.
  • Date = Transaction Date
    • Reference = The Cheque #, leave blank if it is cash
  • Payment Method = Cheque or cash
  • Amount = amount of the of the Cheque

Applied Document Tab

  • Apply to all Customer invoices related to this payment if there are any

Click Post

Scan and Attach document if there are any.

 

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