Splitting a customer payment

Use these instructions to split a scheduled payment to apply new terms, correct mistakes, or split a disputed portion of an invoice into a new scheduled payment.

  1. Select Customer > Entry > Maintain Transaction.
  2. Specify Invoices in the Type field.
  3. Specify other search criteria, and then click Search.
  4. Select the invoice and payment to split, and then click Split Schedule Payment.
  5. Specify the number of payments into which to split the selected scheduled payment.
  6. Specify the number of days between payments.
  7. Click OK to display the Split Payment Records window.
    The amount that is displayed in the Amount column is the original amount divided by the number of payments.
  8. Optionally, change the amount of each payment.
  9. Optionally, specify a discount for each payment.
  10. Optionally, change the due dates and discount dates.
  11. When the amount and discount proofs equal 0.00, click Save.
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