Create a payment for a sales invoice

Follow the steps below to create a payment for a sales invoice.

1. Go to the Customer payments (AR302000) window.
2. In the top part, select Payment in the Type field.
   1. In the Customer field, click to select the customer.
      Result: all fields marked with * are filled in automatically.
   2. Fill in the Payment ref. field if it is required and not filled in by the system.
   3. Optional: select Hold if you want to save this payment as a draft. Remember that you have to deselect it before you release the payment.
   4. In the Payment amount field, enter the paid amount.
3. On the Documents to apply tab, click to add a document.
   1. The document type Invoice is already selected.
   2. Select the Reference no. for the invoice.
      Result: Visma Net retrieves all the information related to this invoice.
   3. Check that the paid amount and the invoiced amount (under Amount paid) are identical.
      If they are not the same, the Amount paid field is highlighted.
4. Click .
5. Make sure the check box Hold is not selected and click Release.
   Result: is displayed, and the payment is recorded in your company's ledgers.