- [Instructor] Invoices are bills
and we hope they eventually get paid.
Let's add payments to the system.
Bring up the big order from the Huli Pizza Company.
I'm going to go to my AR invoice.
I'm going to hit search on top here.
I'm going to go here and type C314,
tab and hit return.
I'll see which ones are the open invoices
and I'm going to use the one down here.
It was 1049 to start with and we get a invoice up.
Now you'll find something interesting on the toolbar.
It's right here.
It's called the payment means.
You'll see it's a little money bag.
There's also one down here next to the total.
Okay.
If you click on either one of those,
you get a new window and it says,
how are you going to be paying this?
You've got your choices.
A check, bank transfer, credit card, and cash.
For our purposes,
I'm going to stick with check 'cause some
of these other ones are a little more complicated
and need set up that's very customizable
for your sitch system.
So I'm not going to go into them as much.
We'll just do a simple check.
We get a check from Noah for the entire balance.
So I'm going to go to the check here
and you'll see in the rows the amount column,
I can add that amount.
I have a balance due on the bottom here of $31,197.
I can go in here and type in three, one, one, nine, seven,
and hit tab.
It shows my balance due is blank or zero.
It showed I paid $31,197 and I can hit OK
and that is now a check in my system.
I can of course add all the rest
of the information about the check here.
So I've got the bank name, branch account,
so on and so forth.
If you want to add all that extra information,
we don't have it in this case.
So I'm just going to leave it at that and hit OK.
Now we've got the incoming payment screen again
and under that we can look at where we're allocating
that check and I've got it selected here right now
to the $31,197 amount for document 1049.
Now I could've applied it first to 1047
and then made the rest to 1049 if I wanted to do that.
But I'm want to try to keep things straight.
So I'm going to do just the 1049.
If I had a bigger check that might be for all of them,
that would be another situation I might use it.
But I'm going to just do this.
Total amount due.
I'm all set to go.
I'm going to just hit add here.
It's says I can't change this document after I add it.
That's talking about the invoice and I'll say continue.
I can close the incoming payment.
If I go back up here to my AR invoice and refresh it,
you'll see it's now closed.
I have paid this invoice.
Now, another way I can do this is I can copy from button.
So I've got this one done.
I can go do the other one.
I will go ahead and search open invoices if I want to.
So I can go here and do it this way is go down here
to get these.
Mine is already set to AR invoices.
So I'm going to just do it again.
All right.
I'm going to go ahead and do the doc number here
and I'm going to sort these again.
All right.
You'll see here something interesting,
which I'll talk about these three in the next video.
But we're going to be worried about this one right here,
the Huli Pizza Company,
this customer reference number IT 1011
which is document 1047.
I can click on that.
I'll go to the payment means on top of the toolbar.
I will hit that and I'll get my check and payment means.
I've got a due,
now I've got my date.
I got my amount.
She's paid the whole amount.
So it'll be nine, five, one, five.
I can hit okay for this check.
You'll see there's only one item here
to apply to and that's the 1047.
So I'm going to go down here
and my total amount due is correct.
Payment on account.
The total amount due is there.
So we're ready to go on this one
and I can go ahead and add this one as well.
That tells me I'm going to close the invoice
and I want to do that.
So I went ahead and said add,
That one is now added.
All right and we can again,
check that one.
I'll refresh it.
It's closed and paid.
You can see down here,
total applied amount, balance due.
We have now paid all of these two invoices
and that gives you a good idea
to how to handle a full payment.
What happens when you have partial payments?
We're going to try that one next.