Add Payment/Refund from Accounts Receivable Report

This function greatly increases productivity. This article explains how to Access the Create Payment page directly from Accounts Receivable Report.

Find the Action drop down menu on the right-hand side in the row of the Invoice you want to view. Click the Down Arrow.

If the Add Payment/Refund option is missing or the Action option is not available, follow Enable Action Icons on Data Sets and Reports to enable.

SelectAdd Payment/Refund by Clicking on Add Payment/Refund

The CREATE PAYMENT form is activated in the Create Payment page.