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Monday, November 20, 2017
 
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Apply Customer Payments to a Specific Invoice
Q: When applying customer payments Complete Contact CRM automatically chooses the first invoice on the grid to apply the amount to, but I want to apply the amount to a different invoice. 

A: Complete Contact CRM tries to intelligently figure out which invoice you are applying payment to; though, you can just click on that field and enter the applied amounts as you wish for the invoices that you wish. First you have to zero out the automatically populated row and then enter the amounts as you want applied.

Example:

The customer is paying 10,000 and CCCRM automatically applies 2,550 to the first invoice and 7,450 to the second.


We changed the first invoice to apply 0.

We changed the second invoice to apply 10000.

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