Invoice Items – Payment

By |2021-07-19T11:01:07-05:00March 25th, 2018|Comments Off on Invoice Items – Payment

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

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HVAC Electrical Plumbing Software

Aptora delivers a true All-In-One services software solution including CRM, accounting, payroll, inventory, vendors, sales, marketing, dispatch, flat rate pricing, and more. NO 3rd party plugins or integrations required. Created by contractors for contractors, we know what it takes to grow your services-based businesses.

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