Recording Payments Using the On Account Feature

The On Account field in the Service Invoice window shows the amount the customer currently owes on the invoice. You can record manual payments or payments received at the time of the service call in this field.

1. Choose Cards > Service Management > Service Manager.
2. Select a customer and choose the History indicator.
3. Double-click a call and choose Invoice.
4. Choose the expansion button in the On Account field.
5. Enter the amount in either the Cash, Check, or Credit Card field. A corresponding entry window opens, allowing you to enter additional information.
6. Complete the entry window.
7. Choose Save.

You can record multiple payments by increasing the appropriate field amount. That is, if you receive a second cash payment of $50 and the first cash receipt was $100, you would increase the Cash field by $50, making the total $150. A Payment field appears on all eight default invoice styles to reflect payments.