Take a payment for a customer
Record a customer's payment by card, check, cash, EFT, account credit or write-off, use Quick Pay, apply a cash discount and send a receipt.
Take a payment for a customer from their company page or from the order's page. Enter an amount on each invoice you want to pay, or use Quick Pay to pay the oldest invoices first, then choose how the customer paid.
Applies to: any employee can record a payment. Customers can pay their own invoices online when they have the Make Payments permission.
In this article
- Pay specific invoices
- Use Quick Pay
- Choose the payment method
- Give a cash discount
- Send a receipt
- Things to know
Pay specific invoices
- Open the customer's company page, or the order's page.
- Enter the amount you're applying to each invoice. You can split one payment across several invoices.
- Choose the payment method and finish the payment.
The amount on any one invoice can't be more than that invoice's balance.
Use Quick Pay
Quick Pay takes one amount and applies it to the customer's oldest invoices first, by the date each reached its due status. It skips bids and voided invoices. If anything is left over, it becomes a credit memo named "Credit memo" that the customer can use as account credit on later invoices.
Choose the payment method
Your team can record a payment as Check, Credit Card, EFT, Cash, Credit Memo or Write Off, with a reference number and a memo. Customers paying online don't see these options; they pay by card or bank account through your gateway.
- Account Credit shows up when the customer has credit available. It uses their oldest credit memos first.
- Write Off clears a balance you don't expect to collect. See Use credit memos, account credit and write-offs.
Give a cash discount
If you offer a discount for paying by cash or check, set the percent in Settings > Admin > Financial. When you record the payment, tick Apply Cash Discount. Allmoxy records the discount as a credit memo, so the customer pays the discounted amount.
Only your team can apply the cash discount. Customers paying online can't.
Send a receipt
Every payment gets a receipt. Find it at Financial > Payment Receipts, where you can filter by date, company and payment type, then email it or print it as a PDF.
Things to know
- Recording a payment by hand doesn't charge a card. It records money you've already received.
- Only payments recorded by hand send the Zapier "payment made" hook. Card, bank and account credit payments don't, so plan any Zapier flow around that.
- Undoing a payment that had a cash discount removes the discount too.