How to apply a customer payment to an invoice

To apply a customer payment to an open invoice:

Navigate to Income > Customer Payments
Click into the Add Payment section
Enter the Customer ID or Customer Name, select payment type, payment date, and set the payment amount (This should be the total amount of the payment received)
For payment allocation, click the invoice # drop-down and select the correct invoice #
Enter the applied amount and click "Save"

Note: If you are applying the payment to multiple invoices, click “+ Additional Payment Allocation”.

If an edit or void is required after applying the customer payment, view How to edit or void a customer payment.