Payments

Introduction

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

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

Prerequisites

To use payments, you need to:

Have these user licenses Have these permissions Complete these tasks
and review these topics
before continuing

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. Complete these fields:

    Field Action

    Payment

    Select the payment you added previously.

    AR Account

    Select the accounts receivable (A/R) account to use for this payment.

    Cash Account

    Select the account to use for this payment.

    Amount

    Select the amount to apply to this invoice

  7. Click Save.

Recommended Reading