EditTransaction
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A transaction represents a unit of money that has been applied to a
Customer and one or more
Invoice entries. This includes cash and trade payments, debit, credit, trade, finance charge adjustments. Transactions can be accessed from
AR.
EditAdd Payment
To add a payment, click the "Add Payment" button in the bottom left of the Accounts Receivable window:
EditAdd Adjustment
TODO Need to document adding adjustments.
EditAdditional Information
Regarding pre-payments; you can enter a new payment and it will sit there waiting for an invoice to be finalized. Upon finalization of the invoice, you can use the Unapplied Payments report to view all payments that are pending and apply all pre-payments to their respective invoices.