Dynamics Payments: Apply Payment to Invoice

Created by Kevin Schmidt - HCPro, Modified on Thu, 9 Oct at 3:19 AM by Kevin Schmidt - HCPro

The following article is a step-by-step to apply a new payment to an invoice in Dynamics.

Apply Payment to Invoice

1. Scroll down to bottom of invoice page and select + New Invoice Payment (you may need to click on ellipsis or maximize window to view new invoice payment button).

2. In the new invoice payment page, complete the following sections in the General tab:

Payment Information:

Payment Product (payment method: *standard for Events is Credit Card) - ACH \ Check Payment \ *Credit Card - AMEX \ *Credit Card - Visa, MasterCard, Discover \ Offline Credit Card \
Payment Type (*standard for Events is Credit Card) - Credit Card* \ Company Check \ Personal Check \ Cash \ PayPal \ Gift Card \ Wallet \ E-Check / ACH \

3. Enter customer information:

Contact (person record)
Organization (company)

Check Payment Processing:

1. Open the invoice and scroll down to Payments

2. Click + Add New Invoice Payment

3. On the Invoice Payment record, complete the following fields:

Payment Information

Amount
Payment Product
Payment Type

Check Info

Check #
Date Received
Memo

4. Click Save & Close

Credit Card Processing:

Complete all fields.

Bill Credit Card = Process Credit Card

Credit Card Billing Info: Complete all fields.

3. Click Save. Status reason will change to "Successful" if payment was processed and CC authorization # will populate in credit card processing section.

Run Receipt to Download PDF

1. In invoice page, click on Run Report and select Receipt to generate copy of the receipt to print to PDF (you may need to click on ellipsis, or maximize window to access the run report button).