In addition to Invoicing customers, CDR2Cloud makes it easy for you to collect payments from your customers. All charges are recorded to a customers account by way on an Invoice, like wise all payments collected from a customer must be recorded against an Invoice.
To collect and record a payment from a Customer please follow the steps below:
- Display the listing of Invoices by clicking the [Invoices] > [View Invoices] menu
- Locate the Invoice for which you would like to record a payment for and click the
button to open the Payment screen
- Enter the payment details in the Invoice Payment screen as detailed below:
 | |
|---|---|
| Paid in Full | Whether or not the Invoice is paid in full. |
| Date | [Defaults to current date] The effective Date of the Payment. . |
| Payment | The amount being paid. |
| Method | The method of payment. |
| Invoice Total | [System Generated] The total amount owing for the Invoice |
| Paid To Date | [System Generated] The total amount that has been already paid towards this Invoice |
| Notes | Enter any note that you would like to record for this payment |
| Send Payment Notification | Whether or not you would like to automatically email a payment receipt to the customer. |