Performing a Bill Payment

To make a bill payment on an account within the Make Sale window:

1. Right-click on the line item and select Bill Payment.

   (More)

   

2. Select Pay Balance to pay the total amount due on the account.

   The total balance due is displayed next to this option in parenthesis.

   OR

   Select Add Bill Payment to specify a payment amount different than the balance due.

   This displays the Bill Payment window.

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3. Enter a Payment Amount and Description.

4. To allocate payments, check the Payment Allocation check box.

   To allocate the payment to a specific invoice, check the Apply to Invoice Number check box and select the Invoice from the drop-down list.

   Invoice Number

   To apply this payment to a specific invoice, check this box and then select an invoice from the drop-down list to the right.

   To allocate the payment to an installment plan, check the Apply to Installment Plan check box and select the Installment Plan from the drop-down list.

   Installment Plan

   To apply this payment to a specific installment plan, check this box and then select an invoice from the drop-down list to the right.

   (More)

   The remaining balance is auto-populated in both the Pay Off Amount and Payment Amount fields and cannot be modified. The SKU and serial number are also populated, if applicable.

   Note

   Enhanced Installment Plan functionality is only displayed if the permission has been enabled.

   Note

   If this screen is accessed via the Pay In Full option, the fields are auto-populated with the selected installment plan and you will not be able to choose to apply the payment to an invoice or select a different customer.

5. Click OK.

See also:

Accessing Bill Payment

About Bill Payment