How to record a check, wire, cash or ACH payment
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How to record a check, wire, cash or ACH payment. A step-by-step walkthrough of the screens, buttons and fields involved.
The steps, written out
- Open Payments and press Record payment (or press Record payment on the invoice itself).
- Choose the customer and press Continue.
- Set the Date received, Method (Check, ACH, Wire, Cash or Card), the Reference / check # and notes.
- In Apply to invoices type the amount for each invoice; the balance is pre-filled.
- Press Save payment.
Tip
The invoices update to Partial or Paid, the payment is posted to the ledger and a receipt is emailed to the customer. The customer's credit hold is re-checked and released automatically if they are now current. "Enter an amount to apply" means every Apply box was empty. For money received before there is an invoice, use Deposits.