Open an existing payment or credit adjustment record

  1. Choose File → Invoicing and Payments → Apply Payments and Credits.

    The Payments & Credits dialog box appears.

  2. At the bottom of the dialog box, click Browse.

    The Query dialog box appears.

  3. Use the dialog box to find and open a payment record.

    The Payments & Credits dialog box updates with information from the record.

  4. Depending on what you want to do, continue with one of the following.

    To do this See instructions in

    Add or edit a payment or credit adjustment

    Add or edit a payment or credit adjustment.

    Delete a payment

    Delete a payment record.

    Send unpaid invoices to collections

    Send an unpaid invoice to collections.

    Add notes

    Add notes to a record.

    Add custom data fields (user-defined fields)

    Add custom data user-defined fields to a record.

    Add data in user-defined fields

    Enter custom data in user-defined fields for a record.

    Add attachments and

    Add attachments and signatures to a record.

    View the payment
    record history

    Review the modification history of a record.