Applying a payment that is not linked to an invoice

This article will show you the steps to take to apply a payment after you have taken a payment from a customer that is not linked to an invoice.

Step 1: Log in to Benji Pays.

Step 2: Click on "Transactions" in the blue menu to the left side of your screen.

Step 3: Select "Payments to Apply".

Step 4: Click the "Apply" button for the customer invoice that you want to apply the payment to.

Step 5: Select your customer from the drop down menu and check the box next to the invoice you want to apply the payment to.

Step 6:  Enter the amount you want to apply to the invoice.

Step 7: Click "Apply Payment".

You will find the payment recorded in QuickBooks, similar to the example below: