Customer - Payments

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:

1. Display the listing of Invoices by clicking the [Invoices] > [View Invoices] menu
   
2. Locate the Invoice for which you would like to record a payment for and click the  button to open the Payment screen
   
3. 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.