Record a payment
Record a payment when money arrives from a customer. ASTRO applies it to the customer's open invoices; whatever is left becomes the customer's credit, to apply later.
Record a payment
- Select Record payment on Payments, on an invoice, or on the customer's company page.
- Pick the Customer (already filled in when you start from an invoice or a company).
- Type the Amount received and the date it was Received (today or earlier).
- Choose the Method (ACH, Check, Wire or Other), and add a Reference such as the cheque number and any Notes.
- Check Received by: the billing entity the money was paid to. Only that entity's open invoices are offered.
- Under Open invoices, choose how to Apply the money: Oldest first (the usual), Evenly, or Amounts I enter. You can untick an invoice or change its amount.
- Select Record payment.
Each invoice's balance and status change straight away. Money not applied to an invoice stays as the customer's unapplied credit.
Apply credit later
- Open the payment and select Apply credit.
- Choose the invoices and amounts as above, then select Apply credit.
If someone else changed the invoices at the same time, ASTRO says so; select Close and reload and try again.