The Cash Receipts window is the starting point for entering payments that you receive from customers. You start by entering the date for the cash receipts and the bank account where the money will be deposited.
For each check, you select the customer, check #, and check amount.
On the Pay Invoice window, you apply part or all of a check to a job or invoice. You can apply money to a job that is not invoiced if the customer issues a prepayment. You can apply an amount to a job that is less than the invoice amount if the customer only sends a partial payment. If the customer overpays, you can apply an amount greater than the total invoice amount and leave a credit on the invoice to be taken care of later. You can also handle discounts that you might offer your customers. A single check can be applied to multiple jobs but in the example shown below, the customer simply paid a job in full with one check and didn't take a discount.
Once you apply customer payments to an invoice that result in a zero balance owed, the status of the job changes to Paid In Full.
You can view payment history for a single job from the Order Entry window.
