Enter a Customer Payment at Time of Sale

How Do I...

If a customer makes a payment at the time you record the sale, you can enter the amount paid directly from the Sales/Invoicing window. Follow these steps:

1. From the Tasks menu, select Sales/Invoicing.
2. In the window, enter the receipt information according to one of the following procedures:
• If this is a product invoice, follow the steps under Enter a Product Sales Invoice.
• If this is a service invoice, follow the steps under Enter a Service Invoice.
3. Once you have finished entering the information, select the Amount Paid at Sale link.

The Receive Money at time of sale window appears.

4. In the Deposit ticket ID field, enter the ID number from your deposit ticket. If you make a daily deposit, you can also use the default ticket ID, which is the current date.

This ID ties a group of receipts to the deposit total and allows you to clear all the receipts for the entire deposit ticket when reconciling the account in Account Reconciliation.

5. In the Reference field, enter the reference number, usually a check number if your customer paid you by check. You can also enter a credit card authorization number or some other means of identifying the transaction.
6. In the Receipt Amount field, enter the amount of the receipt.
7. From the Payment Method drop-down list, select the appropriate payment method.
8. From the Cash Account drop-down list, select the payment method the customer used. For example, you can use one account for cash and checks and another for credit cards.
9. When finished, select OK. Then save the invoice.



The amount paid at sale appears at the bottom of the Sales/Invoicing window along with the following information:

1. total of other applied receipts
2. invoice total
3. net amount due

What do you want to do next?

• Receive payment from a customer
• Enter and process customer credit card payments
• Enter a product invoice
• Enter a service invoice
• Edit or delete an invoice with a receipt
• Look up the current payment status of a sales invoice
• Set up a customer
• Perform other accounts receivable tasks
• Read the sales/invoicing overview

Published: March 21, 2017
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