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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….

   • Choose the Bank GL Account where the money was deposited.

   • Reference no (if applicable).

   • The amount received.

   • The cheque or transfer date.

   • Enter amount to be applied to open credit (in this scenario, applying the complete amount of 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 clicking on add, a list of the agent’s unpaid invoices will appear.

5. Once completecompleted, Click click on SUBMIT or Submit and add a new, the amount of the open credit will now be in the agent’s profile.

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