Payments

Prerequisites

Basics

Customers make payments to reduce the amount owed on an invoice.

You can apply a payment to one or multiple invoices for a customer.

Completing Payment

  1. Add a payment

  2. Apply the payment to one or multiple invoices

Step-by-Step Guides

Adding a New Payment

  1. Access FieldFX Back Office

  2. Open the Payments tab

  3. Click New

  4. Enter details

  5. Click Save

Applying a Payment to an Invoice

  1. Access FieldFX Back Office

  2. Open the Invoices tab

  3. Open the invoice

  4. Move down to the Payment Applied related list

  5. Click New Payment Applied

  6. In Payment, select the payment you added previously

  7. In AR Account, select the accounts receivable (A/R) account to use for this payment

  8. In Cash Account, select the account to use for this payment

  9. In Amount, select the amount to apply to this invoice

  10. Click Save

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