1. Select order management
2. Select Invoice/Payment
3. Select Payments
4. Select new to create a payment or choose an existing record by double clicking or highlighting the row and pressing edit
Creating New
1. Enter Customer
2. Enter Shipto if using multiple locations
3. Enter Payment date
4. Enter Sales Rep
5. Enter Route
6. Enter Payment amount
- Coin = Cash or currency
- Currency – Legacy, no longer used
- Check and check number
7. Enter Payment memo
Editing
1. Edit existing info
2. Press save
