Open an existing payment or credit adjustment record

1. Choose File → Invoicing and Payments → Apply Payments and Credits.

   The Payments & Credits dialog box appears.

   

2. At the bottom of the dialog box, click Browse.

   The Query dialog box appears.

3. Use the dialog box to find and open a payment record.

   The Payments & Credits dialog box updates with information from the record.

4. Depending on what you want to do, continue with one of the following.

   To do this	See instructions in
   Add or edit a payment or credit adjustment	Add or edit a payment or credit adjustment.
   Delete a payment	Delete a payment record.
   Send unpaid invoices to collections	Send an unpaid invoice to collections.
   Add notes	Add notes to a record.
   Add custom data fields (user-defined fields)	Add custom data user-defined fields to a record.
   Add data in user-defined fields	Enter custom data in user-defined fields for a record.
   Add attachments and signatures	Add attachments and signatures to a record.
   View the payment record history	Review the modification history of a record.