Navigation:  Invoices > Taking Payments >

Posting Payments From An Invoice

Previous pageReturn to chapter overviewNext page

 

First we we need to find the invoice that the payment is to be posted to.

 

 

Double click the result containing the invoice to post a payment on.

 

 

Click the Payment button or press F8 on the keyboard to issue a new payment

 

 

When you click on an invoice in the "Customer Payment" window, this window (the payment window), will appear. This is the window that is used to post payments to an invoice.

 

Balance Due

Balance Due is the amount currently due on the invoice

Post Date

Post Date defaults to the current day but can be adjusted forward or backward. Click on the date to type in a date value or the down arrow next to the date to select from a calendar .

Payment Type

Click on the down arrow next to the list to select the appropriate payment type:

 

Selecting Check or Money Order causes the Check/Money Order # to be enabled to allow for the recording of the check or money order number.

 

Selecting Credit Card enables all of the credit card fields in the bottom part of the payment window. If you have configured kBilling® to use one of the Internet payment processors Plug N Pay, Verisign Payflow Pro or Authorize.net posting a payment of type Credit Card (or Visa, Mastercard, Amex, Discover) will charge the customer's card if!

 

The Cash, Paypal and Other type are informational. Integrated Paypal support is coming soon!

 

Total Payment Amount

Total Payment Amount is the full amount of the payment, even if the payment is more than the amount due on the invoice. In the event a payment of more than the amount due is posted, you will see the amount due appear in the Amount Applied field and the difference added to the customer's account as a credit with a note telling where the credit came from.

 

Amount Applied

Amount Applied is the amount of the payment applied to the current invoice. This is a read-only field filled in automatically.

 

Notes

Notes is a free-form text field used for keeping any kind of note on the payment. This information is not displayed on the invoice.

 

Once all the appropriate fields have been filled in, click the save button to post the payment! The payment window will close and if the payment was for at least the amount due on the invoice, the invoice will automatically be marked paid. If a credit card payment was used and a payment processor has been configured there will be a progress window shown while connecting to the payment gateway.

iding Payments

 

Once a payment has been posted, it is possible to void the payment. Voiding a payment marks the payment void and changes the status of the invoice back to Pending. A record of the voided payment is kept. If the payment was a credit card payment and a payment gateway was configured kBilling® will attempt to void the credit card payment - if that fails kBilling® will prompt to do a return to the credit card for the amount charged.