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If there is a customer deposit that has not yet been used, you will
get a notification that there is a deposit that can be applied to the
invoice.

Creating a Payment from the Scheduling, Session, or Invoice Wizard #

When you create an invoice using the Scheduling, Session, or Invoice Wizards, you can also choose to create a payment as part of the process. Follow these steps to create the payment or credit memo. REMEMBER – refunds can only be created from a credit memo.

1. In the wizard, check Create a Payment Record Now and click Next to enter the information for the payment. 

   

2. Enter the payment method or choose one from the
   drop-down list.

3. If this is a credit card payment, fill in the
   appropriate information in spaces provided. If you have already entered
   a credit card number for this client you can choose that credit card
   and the card information will automatically be entered.

4. If the payment is being made by check, fill in
   the check number in the space provided.

5. Enter payment amount. Tip! Use the payment tools to easily choose a percentage of the invoice or the full balance. Click Next.

   

6. To modify the invoice, session, or client information,
   check the appropriate box, and click Finish.

Creating a Payment from Invoice #

1. From the Invoices
   hub, find the invoice for which the payment is to be made. (See Finding an Invoice for more details.)  Double-click on the invoice to open it.

2. From the invoice, go to the New
   group on the ribbonandclick
   New Payment or Refund.

3. The Payment Wizard
   dialog box will appear.

   

4. Select Payment.

5. If this payment is refundable, click Yes.
   Then enter the Until Date in the field provided.

6. Enter the payment information and click Next. Tip! Use the payment tools to easily choose a percentage of the invoice or the full balance.

7. Click Save &
   Close.