View and Show Customer Past Payments and Invoices

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• Write off all Open Invoices

  Click Payments Icon>Click Post Payments>Click magnifying glass>Search & select customer>Click ok>Tag all invoices>Click 'Write Off Tagged Invoices'>Click Yes>Click Yes>Click OK>Click Cancel to exit screen

• Show Email Invoices

  From customer account>Click Correspondence Log>Review any logs where Action=Email & Description includes 'Invoice'

• Post Payments On Related Accounts

  Click on Payments Icon>Click Post Payments>Enter account number or click the magnifying glass to search>Click OK>Check the boxes for invoices to post>Click "Apply Payment to Tagged Invoices">System will autofill amount field with sum of all invoices ...

• Why Does an Invoice Show Paid Before the Payment Post Date

  If an account is on autopay, the invoice will show a future posted PAID invoice in the invoice history. From customer account>Click Invoice History>Highlight and select or double click invoice>Click Payments to review details

• Email Multiple Open Invoices

  From customer account>Click Invoice History>Click Print Options>Select Print Invoices (Product or Recurring)>Enter appropriate date range or invoice# range>Click Run