Open the "Invoicing management" window, move to the Incoming payments tab and to the Incoming payments list sub-tab.

To reduce the number of records viewed and display only the desired items, you can apply filters on any column of this list.  

1.To add an incoming payment, click on the icon (Insert), the Incoming payment window is displayed.

2.Select a division, if applicable. Click on OK.

3.Make sure to select the payer client registered in your client's file. Click on OK.

4.Select a type of payment (credit card, direct deposit, check, etc.). Click on OK.

5.Enter the date manually  or double-click in the field to display the calendar and select the date.

6.Enter the reference number, if applicable. For example, the confirmation number for a direct deposit or a check number.

7.Add a note or comment regarding the incoming payment, if applicable.

8.Click on (Save). An incoming payment number will be generated by PRIM.

Open the "Invoicing management" window, move to the Incoming payments tab and to the Incoming payments list sub-tab.

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To reduce the number of records viewed and display only the desired items, you can apply filters on any column of this list.  

1.Click on  to the right of the incoming payment number for which you want to add a payment to open it.

2.Check all the invoices to which the payment should be applied: the amount for each invoice and the total will be entered automatically in the column Paid amount.

3.Click on (Save).

If you do not save, you will be prompted to do so at the next step.

4.Click on (List of values) and change the Incoming payment status to COMPLETED.

5.After this operation, the invoices included in the incoming payment will have the status PAID.

Ouvrez la fenêtre « Gestion de la facturation », déplacez-vous sous l'onglet « Encaissements » et le sous-onglet « Liste des encaissements ». Pour diminuer le nombre d'enregistrements et afficher seulement les éléments désirés, vous pouvez appliquer des filtres sur chacune des colonnes de cette liste.

1.Click on  to the right of the incoming payment number for which you want to add a payment to open it.

2.Check one or more invoices to which apply the payment: the amount for each invoice and the total will be entered automatically in the column Paid amount.  

3.If your client want to apply a partial payment to one or more invoices in the incoming payment, click in the column Paid amount and enter the amount paid for the selected invoice. The total amount of the incoming payment will be adjusted automatically.

4.Click on (Save).

If you do not save, you will be prompted to do so at the next step.

5.Click on (List of values) and change the Incoming payment status to COMPLETED.

Invoices for which the paid amount has been modified will have the status "Partially paid" and will be available for insertion in a new incoming payment to complete the payment. The balance of the invoice will be adjusted accordingly.  

Any invoice that was not selected in the incoming payment will be available again in a new incoming payment.  

You receive an incoming payment for which the amount is greater than the balance of available invoices to be paid: for example, a client sent you a check to the amount of $125 and the invoice balance to be paid is $100.

Here is what you can do if your client don't want to send you a new check with the proper amount.

1.Create an invoice to the amount of 25 $ and apply the payment to both invoices for a total of $125.

2.Then create a "negative" invoice, i.e. a $25 credit that will be added to the next incoming payment to pay for an invoice of at least $25. In this way, you will "refund"  the excess amout to your client.