Apply Progress Billing to an Invoice

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• Update Current Invoice and Autopay

  Add Autopay to Account: From customer account>Click Recurring Charges>Highlight and select charge>Click Billing Method dropdown>Select autopay type>Enter information>Review date in "Post On" field>Select appropriate date>Click OK to save. Note: If ...

• Apply an Over Payment to an Account

  If the customer has an open balance but overpaid>From customer account>Click Invoice History>Highlight & select Invoice>Click Payments>Enter FULL payment amount>Click OK to apply>Click Apply Payment>Check the Invoice>Select 'Apply Payment to Tagged ...

• Apply Discount Credits to Line Items

  From customer account>Click Invoice History>Highlight & select or double click the invoice>Highlight the line item>Click Quick Credit>If applying to the entire invoice, select "To Invoice,">If applying to an individual line, select "To Line">Enter $ ...

• Delete/Discount an Invoice

  From customer account> Click Invoice History>Highlight and double click or select the invoice>Click Quick Credit>Apply the pre-tax full amount ( the amount will show on the upper right)>Click dropdown on Credit Category>Insert or Highlight and Select ...

• Move Credits from another Account to Apply to Open Balance

  From an account>Click Credit History>Select the Credit>Select magnifying glass>Select Account>Click OK. Go to the other account>Click Invoice History>Highlight Invoice>Click Apply Credits>Enter Amount>Click OK to apply.