RecDesk Director Online Help

Invoice Payments (Internal)

 
 
Making a Payment on an Invoice
 
To make a payment on an Invoice, View the Invoice (see Viewing and Editing Invoices) and if a balance is due, click Make a Payment
 
 
 
You will then be brought to the Pay Invoice page, where you will see the options to Pay In Full with the amount, or Make a Partial Payment:
 
 
If you opt to Pay In Full, you will be brought to the traditional payment page (see Making a Payment). If you choose the Make a Partial Payment option, you will be brought to the Pay Invoice page, where you can select which items to make partial payments on. Enter the amounts and click Continue.
 
 
Household Credits
 
If this customer has a balance in his/her Household Credit Account, the balance in the account will be shown, and he/she will be given the option to Apply credit to this payment.
 
 
To apply the credit to this payment, click Apply credit to this payment.