Is it possible to use O/E for a pmt on acct with credit card? If yes, would you just enter it as a neg. misc charge to create a pmt invoice? The pmt is for paying a customer's monthly stmt. not one individual invoice. Or can you give me a better option of how to enter a pmt.

Thanks
Heather

Hi, Heather,

When you're creating the OE invoice, click the Payment button on the right side of the Invoice window. Be sure to enter a Chk# (actually, in this case, think of it as a CC # -- could be the approval # or some other unique code you choose to use). Enter the amount of the payment and the credit card details.

When Day End is run, the invoice will still appear in an invoice batch in Receivables. If you edit the invoice in the batch, you'll see a Payment button on the right side of the window. Select the button and you'll see the payment that was entered in OE.

After the batch is posted, look at that customer's transactions and you'll see the invoice with the payment (partial or total depending what was entered previously) applied.