How to Apply a Check Payment to Jobs from Different Customer Profiles

Problem

You have received a check payment for two jobs from two different customers and need to apply the payment to both accounts.

Solution

1. Search for and go to the first customer to whom you need to apply payment.

2. On the customer profile, click More > Collect Payment.

3. On the Collect and Apply Payments screen, enter the payment type and payment amount that should be applied for the first job invoice.

4. Enter the check number in the Memo field.

5. Select Apply to Invoice and select the job invoice to which you want to apply payment.

6. When finished, click Save.

7. Search for and go to the second customer to whom you need to apply the additional payment.

8. Repeat steps 2 - 6 for the second customer using the same check number and the appropriate amount for that job invoice.

9. Verify that the payment has been applied correctly to both customer profile jobs.