Create Payment Batch go to hamburger, Payment Batches, Payment Batch, New Batch
Name: Your choice of batch name
Post date: Date payment batch will be posted (you may change post date before posting batch).
Edit Batch: Edit the name or post date.
Delete Batch: Will delete the batch and the payments in the batch.
Click on Save
Add Payments to Payment Batch
Click on New Payment
Search for customer: Type customer info in search customers field. Drop down arrow allows you to focus search.
Payment Method: Select payment method
Amount: Payment dollar amount
Note: Internal use note. Not seen by customer.
Open Items: Open invoices you may apply payment to. If no open items are checked, the payment will apply to the oldest invoice first.
Click on Save Payment
Repeat Steps to add additional payments to batch.
Review & Post: Review of payments in the batch. Post the payment bat