Title: Receive Customer Payments

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There are two ways to receive customer payments.

>[information] 
>Customer Payments can be received by using the Receive Payments menu option under Customers in the main navigation menu and payments can be received on the actual invoice by using the Receivables tab in Proposals and clicking on the invoice then selecting the Payment Tab. Receiving payments on invoices in the Proposal is covered under Proposals. Users must have the appropriate permission settings to receive payments through Proposals. 
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To enter customer payments click on Receive Payments under Customers in the main navigation window.


>![Image](media/CustomerReceivePayments.JPG)
>CustomerReceivePayments.JPG


Field Name          |Description
--------------------|-------------
Customer            |Enter the customer name
Date Received:      |Enter the date that the payment was received
Receipt Amount      |Enter the amount of the payment
Payment Method      |Select the payment type, Check, Cash or Credit Card
Check/Reference No  |Enter the check number or reference number of the payment method
Account             |Select the account to save the payment to (if you have multiple accounts defined
Save & Close        |Click to save and close the Receive Customer Payments window

Enter the first few characters of the customers name, select the appropriate customer from the list of matches that are displayed.

Once a customer has been selected the Receive Payments window will update to display all the outstanding invoices for this customer.

Enter the payment information (Date Received, Amount, Payment Method and reference number) then you can select the invoice or invoices to apply the payment to.

You can select multiple invoices and the payment will be distributed to pay the selected invoices until the Amount entered has been exhausted.  You cannot select invoices that total more than the amount received.  

>![Image](media/CustomerReceivePaymentsInvoices.JPG)
>CustomerReceivePaymentsInvoices.JPG

After you select an invoice to apply the payment to, the window will update showing any remaining amount of the payment. You also have options to save the remainder as an un-applied deposit or to create a refund to the customer. 


>![Image](media/CustomerReceivePaymentsDetail.JPG)
>CustomerReceivePaymentsDetail.JPG


Once you have selected the invoices to apply the payment to, click on the Save & Close button.  Your customer invoices will be updated with the payments.  

>[information] 
>If you have multiple cash accounts defined, you will see the Account: prompt below the Save & Close button.  This allows you to select the account that the payment transaction will be saved to.
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After saving the payments, your Cash Receipts report will display the receipt and the invoice amount (Proposals - Receivable tab) will be updated with the payment amount received.