Payments

How to Apply Payment to Invoices

Overview

When customers make payments on invoices you have issued them for jobs, you can apply these payments to the invoices in simPRO depending on your security group settings.

Technicians can also process and apply payment to invoiced jobs in the field using Connect.

If you have activated simPRO Payments, you can also apply payments made by credit card in the office over the phone or in the field using Connect, and customers can apply payment themselves online and through the customer portal. See more in Use simPRO Payments.

If you handle payments externally from simPRO in your accounting package, it is still important to enter payment details in simPRO so that you can use statements, aged receivables, the accounts dashboard Enterprise Only, credit limits on customers, keep track of outstanding invoices, and more.

Once a payment has been applied to an invoice, it is not recommended to edit it or delete the payment, as it may have already posted to your accounting package.