Applying a Payment on an Invoice

You can record a customer payment directly from the invoice.

To record a customer payment:

Go to Customers > Sales > Create Invoices > List.
Click View next to the invoice you want to record a payment for.
On the invoice, click the Accept Payment button.

A payment page opens that autofills with the customer name and defaults to show a payment applied to the invoice.
On the Apply subtab, the full amount of the invoice autofills the Payment Amount field.
Follow the instructions in Applying a Payment on the Customer Payment Page.

Note:
If you use the Multiple Currencies feature, you can change the currency on the payment page, but it filters the original invoice from the list of open invoices on the Invoices subtab, preventing you from applying payment to that invoice. For more information, see Customers and Multiple Currencies.
Click Save.

Now, the customer payment is recorded.

If you make payment for a customer for an amount that is larger than the amount owed, the unapplied amount remains as a credit that you can apply to other invoices for the customer.

When you record a customer payment, you can generate a payment receipt for the customer. For more information, read Payment Receipts.

You can open a customer payment to review any credits you applied. To do so, go to Customers > Accounts Receivable > Accept Customer Payments. On the Payments page, click View next to the payment. The Credits Applied subtab on the payment shows which credits were applied.

To record a customer payment:

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