- While on an open sales order (whether just having created it or opening an existing record), click the F10 button on your keyboard.
- You will be brought to the New Payment screen with the Customer selected.
- The Amount Paid field will be populated as per the value of the sales order from step 1.
- Click OK to save the payment if desired, you may come back once the order has been invoiced to apply this payment.
As payments can only be applied to invoices, the payment will be saved as an unapplied payment on the customer's account. For more information on applying a payment, please see the tutorial Apply an Unapplied Payment