• “How can I record a payment for a previous date?”
  • "Is there a way I can mark a payment for an earlier date?"

Resolution Steps

  1. There are two ways to backdate a payment: through the customer account or directly from the invoice.
  2. Option 1: From the Customer Account
    1. Navigate to the Customer’s Account.
    2. Click Actions > Take Payment on Account.
    3. Enter the Payment Amount.
    4. Select the Payment Method.
    5. Choose the Date you want to backdate the payment to.
    6. Note: You cannot select a date before the lock date. If a lock date is in place, payments cannot be recorded prior to that date.
    7. If you’d like the payment to automatically apply to outstanding invoices, enable Auto-Allocate.
    8. If not, you can manually allocate the payment later.
    9. Click Continue to save the payment. It will now appear on the customer’s account, ready to allocate.
  3. Option 2: From an Invoice
    1. Open the Invoice you want to apply the payment to.
    2. Click Pay.
    3. Select the appropriate Payment Method.
    4. In the payment window, locate the field labeled Payment Date (Optional).
    5. Enter the date you wish to backdate the payment to.
    6. Click Finish to complete the payment. The payment will now reflect the selected date.

 

Verification: After the last step, you can double-check the payment line on the invoice to see if it was backdated.