Applying a payment that is not linked to an invoice

Modified on Tue, 18 Jun at 12:46 PM


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:






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