Customer Payments window

Displays the customer name. Click to view the account name, address, and other demographic information including phone numbers and email. Right-click in this box to copy the email address information to the clipboard.

Select a location to apply to this invoice, if different from the default. This box is unavailable once inventory is added to the invoice.

Select a tax authority to apply to this invoice, if different from the default.

This box supports F6 functionality; the Pick Tax Authority window opens.

Displays the automatically generated invoice (reference) number (according to the system variable NextInvoice). This number may be changed, but must not duplicate any other invoice number.

Note: Tri-Tech does not recommend changing this number.

Displays the current date. This value may be changed if necessary.

To quickly enter today's date, press T on your keyboard. To quickly back-date or forward-date by one day, use the Hyphen key (-) and Equal key (=) on your keyboard (alternatively, use the Minus Sign and Plus Sign keys on your keyboard number pad). To quickly back-date or forward-date by one month, use the Page Up and Page Down keys on your keyboard.

This box supports F6 functionality; the Choose Date window opens.

Displays the total amount of credits, excluding any deposits, on the customer's account.

Displays the total amount of deposits on the customer's account.

Displays the total amount of credits and deposits (Total Credits + Total Deposits) on the customer's account.

Enter the amount the customer is paying on the account balance.

Displays the difference between the disbursal amount and the account balance (Disburse Amount - Balance).

Displays the outstanding balance on the customer account.

Invoice grid columns Right-click in the grid to select from several options for working with the invoices.

Select a check box to make payments or apply credits to that invoice.

Displays the invoice number(s) of any outstanding invoice(s).

Displays the purchase order number associated with the invoice, where applicable.

Displays the date of the invoice.

Displays the transaction type.

Displays the original invoice total.

Displays the remaining balance to be paid on the invoice.

Displays the balance of the invoice or the disbursal amount. The table below describes how this is determined.

You can click in this column and change this value if necessary.

Enter any notes about the payment or credit you are applying to the customer account.

This box supports F6 functionality; the Select Comment window opens.

Displays any notes entered for the selected invoice. This box is unavailable for editing.

Saves the payments. This button displays when you access this window from the Modules menu or a keyboard shortcut.

Returns to the previous window.

Displays the Select Orders window where you can select a committed or uncommitted order to make a deposit against.

Displays the Post Credit window where you can create a credit invoice to apply to the customer account.

Clears any check boxes that are selected in the Select column of the Invoice grid. Any items in the grid added through the Post Credit window will be removed.

Select all the check boxes in the Select column of the Invoice grid.