How To Create A Receivable

In POM, a customer payment is called a receivable. 

Receivables can be created directly from the Invoice List or by clicking the Create New button in the Receivables list.  Here are those two options explained:

 

Option 1- Creating a Receivable directly from the invoice.  

Click on the invoice kabob icon (3 vertical dots) and then on Create A Receivable.  This process will start the reveivable with all of the specific information from that invoice.

Enter your transaction # and the amount of the customer payment.  Enter the transaction type (how the customer is paying).

If your customer is paying multiple invoices, use the Add New button to search their other unpaid invoices.

Option 2 - Creating a Receivable from the list.

Click Create New button in the Receivables List. Enter your customers name and select it from the dropdown.  Then enter the rest of the information same as Option 1.  

After clicking Add New Item, use the Invoice field to select any and all invoices that the customers is paying.

Click Save and your receivable will now be in the list and the invoices will be marked as paid.