How to process a manual payment

Applying payments to invoiced orders in CommerceJet is a crucial step in managing your accounts receivable. This guide will walk you through the steps to record and apply payments accurately.

Step 1: Access Payments

From your Dashboard, navigate to the Payments section to begin recording a new payment.

Step 2: Add a New Payment

Click the Add New button to start the payment entry. You will need to provide the following details:

• Trading Partner: Select the trading partner making the payment.
• Payment Method: Choose the method of payment (e.g., credit card, bank transfer, etc.).
• Amount Received: Enter the amount of money received.

Step 3: Apply the Payment to an Invoice

In the Invoices field, click Add to select the invoice to which this payment should be applied. Once selected, click Submit.

Step 4: Add Deductions (Optional)

You have the option to add any deductions or adjustments related to the payment. This can be useful for tracking fees or other adjustments. However, this step is optional.

Pro Tip: Regularly review deductions to ensure all adjustments are accurate and documented. This helps maintain clear financial records.

Step 5: Finalize the Payment

Once all the necessary information is entered and reviewed, click Finalize to apply the payment successfully. This will update the invoice and record the payment in the system.

Success!

Congratulations! Your payment has been successfully applied to the invoice, and the payment record is complete.

Need Help? For more tutorials or assistance, visit our Help Center at CommerceJet.