Learn how to:

• Record the payment of an invoice's total balance.
• Record partial payment of an invoice.
• Apply a payment to more than one invoice.
• Other ways of accessing invoice payment.
• Invoice payment number settings.

Record payment of an invoice's total balance

To record a customer's payment of an invoice in full, do the following:

1. Click Sales > Payments in Flare's main menu (1 and 2 below).
   
   
   
   
2. On the payments page, click the Create Payment button (3 below).
   
   
   
   
3. Select the customer (4 below). All of the customer's invoices that have balances due will be displayed.
   
   
   
   
4. Check the checkbox next to Balance Due (5 above). Notice that in "Payment Information" the Amount Received field is populated with the full balance due.
   
   
5. Select a bank account where the payment will be deposited, select a payment method and enter an optional reference number (6 above).
   
   
6. Enter optional internal notes (7 above).
   
   
7. Click the Save button (8 above).

Record partial payment of an invoice

To record a customer's partial payment of an invoice, do the following:

1. Click Sales > Payments in Flare's main menu (1 and 2 below).
   
   
   
   
2. On the payments page, click the Create Payment button (3 below).
   
   
   
   
3. Select the customer (4 below). All of the customer's invoices that have balances due will be displayed.
   
   
   
   
4. Enter the partial payment amount (5 above). Select a bank account into which the amount will be deposited, select a payment method, and enter an optional reference number (6).
   
   
5. Check the checkbox next to the Balance Due amount (7 above). Notice that the amount entered at 5 above populates the "Amount Received" field.
   
   
6. Enter an optional internal memo (8 above).
   
   
7. Click the Save button (9 above).

Apply a payment to more than one invoice

To apply a payment to more than one customer invoice, do the following:

1. Click Sales > Payments in Flare's main menu (1 and 2 below).
   
   
   
   
2. On the payments page, click the Create Payment button (3 below).
   
   
   
   
3. Select a customer (4 below). All invoices with balances due will be displayed.
   
   
   
   
4. Check the checkboxes next to each invoice (5 above). Notice that in "Payment Information" the sum of all checked invoices populates the Amount Received field.
   
   
5. Select a Flare bank account into which the payment will be deposited, payment method, and enter an optional reference number (6 above).
   
   
6. Enter an optional internal note (7).
   
   
7. Click the Save button (8).

You may pay one invoice in full and partially pay other invoices by doing the following:

1. Select the Customer (1 below).
   
   
   
   
2. Enter the payment amount (2 above).
   
   
3. Check the invoice to be paid in full (3 above).
   
   
4. Check the invoice to be partially paid with the remainder of the payment amount (4).
   
   
5. Enter an optional note (6).
   
   
6. Click Save (7).

Other ways of accessing invoice payment

While viewing all invoices

1. Click Sales > Invoices in Flare's main menu (1 and 2 below).
   
   
   
   
2. Check the checkbox of the invoice you want to pay (3 above) and select the Payment   icon button (4).
   
   The New Payment form will open with the customer pre-selected, the invoice being paid pre-selected, and the Amount Received populated with the full invoice amount.
   
   
   
   
3. Click the Save button (5 above).
   
   
     If this is a partial payment on the selected invoice, uncheck the invoice ($312.00 in our example), enter the partial payment amount in the Amount Received field in Payment Information, re-check the invoice, and click Save.

While viewing invoice details

1. Click Sales > Invoices and click the Invoice # link of an invoice (1, 2, and 3 below).
   
   
   
   
2. Do one of the following: click the payment icon button  above the active invoice (4 below), or check the checkbox next to an invoice in the list on the left (5) and click the payment icon (6).
   
   
   
   
3. The New Payment form will open with the customer pre-selected, the invoice being paid pre-selected, and the Amount Received populated with the full invoice amount.
   
   
   
   
4. Click Save (7 above).
   
   
     If this is a partial payment on the selected invoice, uncheck the invoice ($312.00 in our example), enter the partial payment amount in the Amount Received field in Payment Information, re-check the invoice, and click Save.

Invoice payment number settings

Invoice payment numbers are generated and incremented automatically (starting at "PMT-000001-INV") and use the prefix "PMT-" and the suffix "-INV". The invoice payment number scheme, prefix and suffix can be changed in invoice payment number settings.

To change invoice payment number settings, do the following:

1. Click Sales > Payments in Flare's main menu (1 and 2 below).
   
   
   
   
2. Click the Create Payment button (3 below).
   
   
   
   
3. Click the payment number settings gear icon (4 below).
   
   
   
   
4. Change the payment number prefix (5 below). Change the payment number (6 below). If "Auto-generate invoice payment numbers" (circled below) is checked, Flare will increment the next invoice payment number. Change the payment number suffix (7 below).
   
   
   
   
5. Click Save (8 above).