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Home > Customers > How to allocate/record a customer payment
How to allocate/record a customer payment
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1. Click on the '+' icon located next to the main search bar in Workshop Software and select Customer Payment from the dropdown menu:

 

 

2. Search for the customer and double click to select:

 

 

3. Click on the green search icon to bring up a list of invoices with outstanding balances:

 

 

4. Click on the invoice to be paid and then click on the green 'Select' button or if you wish to select all invoices then click on the blue 'All' button:

 

 

5. Enter the payment method and click the green 'Apply' button to apply the payment and then click 'Process' to process the payment:

 

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