Entering a Payment when a Client Pays less than Requested

Modified on Fri, 29 May 2020 at 12:55 PM

If a Client submits a payment for less money than was required, you can enter this amount into the system by applying it entirely to the Document it was received against.


In the example below the Client issued a check for $1,000.00 for an Invoice which had a balance due of $1,254.00. This leaves a $254.00 discrepancy. Below are instructions for entry.


1. Enter a new Cash Receipt. On the Cash Receipt Window, tag the Invoice being paid.


2. Click the Pencil and change the amount field to equal the amount of the Payment received. Select OK to record the payment. In the example below $1,000.00 will be applied to a $1,254.00 Invoice.



Once posted the $1,000 will show as a Payment to Date with a remaining balance of $254.00.