How to process an account payment

You may have customers who come into your parts department and ask to pay off some or all of their account balance. Below is how to process this payment without requiring your admin team.

1. Under the Sell Parts tab, click Account Payment Receipts.
   
   
   
2. Click New Receipt.
3. Fill in all required fields (Payment Date, Payment Type, Client, etc.).
4. If the client has outstanding amounts on their account, once you enter their name a list of debts will show. Select the debts the payment will be applied to from the provided list.
5. Click OK to process the payment.
   

If the payment amount is a portion of an invoice, you can click Part Payment at the bottom

If the client doesn't have any outstanding amounts, but would still like to put down some money against their account, you can also perform that task from this screen.

1. Click New Reference.
2. Fill in the required fields and click Add Ref.