Process Customer Payments

Problem: You received money from a customer and need to record and apply it.

1. From the customer or the order, create a Customer payment.
2. Set the Payment date, choose a Payment method, and enter the Amount. Add a Reference number if you have one (check #, etc.).
3. Apply it to the open order or invoice, or leave it on account.
4. Post the payment — its Status moves from Draft to Posted.

To reverse a posted payment, open it and click Void. This reverses its applied balances without deleting history — and does not void it in QuickBooks.