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Adding Payment

- Document for Excel Invoice Manager

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This version of the document, "Adding Payment", was written for Excel Invoice Manager, which was now renamed to Uniform Invoice Software. For the latest version of this document, please download Uniform Invoice Software.

There are 3 ways to add new payments, though all of them lead you to a similar New Payment window. Below is a screen shot of the New Payment window.

New Payment window (Click to enlarge)
New Payment window (Click to enlarge)

Using the Payment Button on the Invoice Worksheet

If the invoice for which you want to post a payment is displayed on the Invoice worksheet, you can use the Payment button to display the New Payment window. Enter the payment information, and click the Save button to save the payment.

Tip: If you check the Prompt for new payment option on the Settings window, the New Payment window will be displayed automatically whenever a new invoice is saved to the database.

Using the Customer Edit Window

  1. Click and select the Invoice worksheet if it isn't already selected.
  2. Click the Customers button on the Invoice worksheet to open the Customers data list window.

    Customers data list window
    Customers data list window (Click to enlarge)

  3. Browse to the customer. You can use the search bar to find the customer quickly.
  4. Double click the customer record in the data list to open the Customer Edit window.

    Customer Edit window, account and invoice command group
    Customer Edit window (Click to enlarge)

  5. Click the Payment button to display the Customer Payment window, where you can double click to select a pending invoice. This will display the New Payment window for the invoice.

    Select a pending invoice
    Select a pending invoice (Click to enlarge)

  6. On the New Payment window, make changes if needed.
  7. Click the Save button on the New Payment window to save the new payment to the database.

Using the Invoice Edit Window

  1. Click and select the Invoice worksheet if it isn't already selected.
  2. Click the Invoices button on the Invoice worksheet to open the Invoices data list window.

    Invoices data list window
    Invoices data list (Click to enlarge)

  3. Browse to the invoice for which you want to add a payment. You can use the search bar to find the invoice quickly.
  4. Double click the invoice record in the data list to open the Invoice Edit window.
  5. Click and active the Payments tab, where you can find a list of payments you post for the current invoice.

    Invoice Edit window, Payments tab
    Invoice Edit window (Click to enlarge)

  6. Click the Add payment button to display the New Payment window.
  7. On the New Payment window, make changes if needed.
  8. Click the Save button on the New Payment window to save the new payment to database.

That's it! You have created a new payment! Please move to the Payment Detail section of this chapter for a detailed explanation of the Payment Edit window.