Enter a partial payment in A/R
When the invoice number is entered into an A/R Receipt, the receipt is automatically filled out for the balance owing on that receipt. However, if you are receiving a partial payment, you just need to make sure the A/R Disbursement is in balance before you can post.
To enter a partial payment :
Choose the A/R module > Receipt tab
Enter the invoice number and tab off the field. (If you do not have an invoice number, enter the file number or part of the client name in the File Number field)
The full amount owing for the invoice will appear in the amount field at the top as well as the amount field in the A/R Disbursement Area
Edit the amount field at the top to reflect the amount of the partial payment
Edit the amount field in the A/R disbursement window to equal the amount entered if necessary
When both amounts are equal, the Balance to Disburse field will read "In Balance"
You can now post the receipt
If the Balance to Disburse field, ever reads anything other than "In Balance" it means the distribution of the receipt in the A/R Disbursement area does not equal the total payment received in the amount field at the top.