Payments don't have to applied right away, and sometimes it's a good idea to wait: for example, you may want to enter a payment the day you receive it, but wait until it clears before applying it. If you find that a payment was not applied or not applied in full when it was created, you can go back back and apply it later using the steps below:
- Navigate to the Accounting Centre and click Maintain Payments.
- Use the Filter By options at the top of the screen to find the record you are looking for.
- Double click on the record you want to open.
- To have FlexiBake automatically apply the payment to the most outstanding invoice(s) from that customer, click the Apply Payment to Invoices Automatically box in the bottom left corner.
- To manually apply the payment to an existing invoice, click in the Paid column on the row associated with the invoice you want to pay. Update the amount in this field if desired and repeat this step until the payment has been applied to the desired invoice(s).
- Click OK to save.
A video version of this tutorial is available to view below: