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Adding Payment to an Invoice

Owned by maperrin (Deactivated)
Last updated: Sept 10, 2021 by David Haskell (Unlicensed)
3 min read

Summary / TL:DR: This article will show you how to add a payment at the Invoices and Payments screen in Advantage. Payments for open invoices can be applied at either Invoices & Payments or from the Customer Activity screen for subscriptions, memberships, conferences and AMB items.

These instructions require you to have a control group open. For more on control groups, go here.

How to Add Payment to an Invoice

  1. From the Customer Service ribbon, navigate to Invoices and Payments

  2. Search and select the customer and select the invoice to make payment to and select Add Payment

An open invoice will happen when a hard decline has occurred. There will be a remaining amount on the invoice (I) transaction type. If Add Payment is grayed out, you have not selected the open invoice.

3. Select one of the following options…

  1. If the customer has saved credit cards on their account, the Saved Payment Methods dialog box will appear, you can select a card, or hit Cancel to collect a new payment method

  2. The A/R Payment Entry dialog box will appear

  3. Clicking Add Card will open up the secure payment entry dialog box, complete the following:

Card Type

Select the card type from the list.

Card Number

Enter the card number.

Expire Month

Enter the card's expiration month.

Expire Year

Enter the card's expiration year.

Security Code

Enter the card's security (CVV) code.

Save Card

Choose whether to add the card to keep on file for future payments:

Yes - Will keep the card on file for future purposes

No - Will not keep a record of the card being used for the current purchase.

4. Click Confirm

5. The Amount will fill in automatically with the invoice amount

6. Click OK

  1. If the customer has saved SEPA direct debits on their account, the Saved Payment Methods dialog box will appear.  You can select a direct debit, or hit Cancel to collect a new payment method

  2. The A/R Payment Entry dialog box will appear. Complete the following fields:

Payment Type

Set the Payment Type to Direct Debit.

Payment Code

Select the payment code for the direct debit.

Bank Identification

Enter the bank ID.

Customer Bank Account

Enter the customer's bank account number.

Account Holder Name

Enter the account holder's name.

3. The Amount will fill in automatically with the payment amount. The collection date, DD consent date and DD wait period will fill in automatically as well.

4. Click OK

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