Overview
Payments made on invoices can be associated with a specific charge on the corresponding invoice. This can be done either while recording a payment or after the payment has already been recorded.
Once a payment has been associated with a charge, an entry will be made under the invoice charge, detailing the payment date and payment amount.
Note: If the dollar amount of an invoice payment is in excess of the charge, it cannot be broken down to be associated with other charges on the invoice.
Contents
Associating Payments When Recording a Payment
In order to associate a payment with an invoice charge while recording a payment, you will need to follow the steps below:
Open the invoice for which will be recording the payment
Click the Record Payment button
Enter all relevant information for the payment being received
Select the charge with which to associate the payment under the Associated Invoice Charge option
Click the Save Payment → button
Associating Payments for Already-Recorded Payments
In order to associate a payment with an invoice charge that has already been recorded, you will need to follow the steps below:
Open the invoice for which you would like to associate an already-made payment
Click the Pencil icon next to the payment
Select the charge with which to associate the payment under the Associated Invoice Charge option
Click the Save Payment → button