Add or edit a payment or refund on an account record
Note: You are not able to delete a payment from an account record.
- (If one is not open already) Open an existing account record.
Click the Payments/Refunds tab.
Do one or more of the following.Add a new payment
Edit an existing payment
Under Payments, click Add.
The Payments & Credits dialog box appears with a new payment record, partially populated with data from the account record.
Fill in the remaining fields in the dialog box as described in Add or edit a payment or credit adjustment.
The new payment appears in the list on the Payments/Refunds tab.
- Select the payment you want to view or edit from the list.
Near the bottom of the dialog box, click Open.
The Payments & Credits dialog box appears, containing the information for the payment.
- View and update the fields in the dialog box as needed.
Click Save, and then click Close.