Manually applying a scheduled payment by check

Scheduled payments that are paid with a credit card or electronic check are automatically applied on the scheduled payment date. Payments made by paper check, however, must be manually applied.

1     Open the order against which the payment is being made.

2     Open the Money screen.

3     Click Edit.

4     In the payment history grid (lower right corner), click in the row for the payment to be applied.

5     In the Check # box, enter the check number.

6     Click Apply.

·      The text in the row changes from green to black, indicating the payment has been applied.

·      The balance due is reduced by the amount of the applied payment.

7     Click Save.

8     Click Close to close the order.