Invoice Items – Payment

Customers & Billing

Introduction

The Invoice Items – Payment subtracts the amount of a customer payment from the total amount of an invoice or statement. Payment items are used when you receive a partial payment on an invoice. An example might be a down payment. If you receive full payment at the time of the sale, use a sales receipt form instead of a payment item on an invoice.

Form Access

From the main menu, click Customers | New Invoice Item, or

New Invoice Item

New Invoice Item File Path

From the toolbar, click the Add New Item button.

New Item from Toolbar

Usage – Invoice Items – Payment

In short, select an invoice item Type from the drop-down list then complete the necessary fields in that form. Each item type has different fields.

General Tab

Complete the fields in the General tab (illustrated below) as follows:

Payment - General Tab

Payment – General Tab

Description – An explanation of the item.
Deposit To – Based on your accountant’s recommendation, choose the account from your Chart of Accounts in which to deposit the payment.
Payment Method – Choose a payment method from the drop-down list. If necessary, setup a new payment method by clicking <Add New> from the list. This will open the Add Payment Method dialog box, used for that purpose. Simply enter a payment name in the Payment Method field, then choose a Payment Type from the drop-down list.
Inactive – When ticked, the Inactive checkbox causes the method to become inactive.

Example of Invoice Items – Payment

Payment - Example

Payment – Example