To make a client POA, go to Clients>Invoices and click the Payments on Account tab. To make an isurance payment for a number of invoices, go to Settings>Insurance and click on the '$' for an insurance company. The Method is the same for both types of payment. Once you’ve created a new payment on account using the ‘New Payment' button, it will appear in the 'Payments on Account' area.

To be sure this new payment is selected, click on it. It will turn blue (yellow in 3.41).

The next step is to enter a dollar amount in the ‘Enter Allocated Payment’ column of the ‘Invoices’ (light blue) area. Invoices with an outstanding balance will show a red amount in the ‘Due’ column so you can see what is due. Clicking the '+' button will enter the amount due for that invoice, provided enough remains in the selected payment.

Once you have entered how much you wish to apply to which invoices, the total to be applied will show in the ‘Total to Distribute’ box below that area. Obviously this has to be less than the total of the payment to be distributed.

Finally, click the ‘Distribute’ button to distribute money from that payment on account to those invoices.

Last Modified: 2007-05-21         Number of views: 1912

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