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1. Create a cash receipt under billing : Accounting > Cash Receipts > Billing

2. Add a new cash receipt for invoicing

3. Complete the Invoicing cash receipt profile

   

   • Select your agent

   • Select payment method: Cheque / Bank Transfer….

   • Bank GL Account where the money was deposited

   • Reference no (if applicable)

   • The amount sent

   • The cheque date

   • Enter amount to be applied to open credit (in this scenario applied complete 1000$ to open credit)

     

4. If there is an amount to be paid immediately for unpaid invoices, you can apply them in the Invoices to Pay section (in the scenario there are no unpaid invoices)

   

   When selecting add, a list of unpaid invoices will appear.

5. Once complete, Click on SUBMIT or Submit and add a new