• "How do I take a payment and put it on someone's account for future invoices?"
  • "Can someone make a payment as a credit to their account?"
  • "How do I take a payment for multiple invoices?"


Resolution Steps

  1. Open the Contact
  2. Actions > Take Payment on Account
  3. From there, fill out the details on the Payment and finish the Transaction
    • Selecting the 'Auto-Allocate to Invoices' will take the funds from the Transaction and allocate to the oldest unpaid Invoice and continue allocating to the newer invoices until there are no funds left.
    • Selecting 'Also Allocate to Future Dated Invoices' will take any remaining funds and allocate to future-dated invoices.

Verification: The payment will show up under the Transactions tab on the customer's account.