Add New Payments - Invoice Manager for Excel

There are 3 ways to add new payments, though all of them lead you to a similar New Payment window.

Use the Payment button on the Invoice ribbon tab

If the invoice for which you want to post a payment is displayed on the Invoice worksheet, you can use the Payment button on the ribbon tab to display the New Payment window. Enter the payment information, and click the Save button to save the payment.

Tip: If you check the Prompt for new payment option on the Settings window, the New Payment window will be displayed automatically whenever a new invoice is saved to the database.

Use the Customer Edit window

1. Click and select the Invoice worksheet if it isn't already selected.
2. Click the Customers button on the Invoice ribbon tab to open the Customers data list window.

   

3. Browse to the customer. You can use the search bar to find the customer quickly.
4. Double click the customer record in the data list to open the Customer Edit window.

   

5. Click the Payment button to display the Customer Payment window, where you can double click to select a pending invoice. This will display the New Payment window for the invoice.
6. On the New Payment window, make changes if needed.
7. Click the Save button on the New Payment window to save the new payment to the database.

Use the Invoice Edit window

1. Click and select the Invoice worksheet if it isn't already selected.
2. Click the Invoices button on the Invoice worksheet to open the Invoices data list window.

   

3. Browse to the invoice for which you want to add a payment. You can use the search bar to find the invoice quickly.
4. Double click the invoice record in the data list to open the Invoice Edit window.
5. Click and active the Payments tab, where you can find a list of payments you post for the current invoice.

   

6. Click the Add payment button to display the New Payment window.
7. On the New Payment window, make changes if needed.
8. Click the Save button on the New Payment window to save the new payment to database.

That's it! You have created a new payment! Please move to the Payment Detail section for a detailed explanation of the Payment Edit window.