How to change the Payment amount applied to an Invoice

Occasionally when receiving a Payment from a customer that is equal to or greater than the amount of an outstanding Invoice, the amount being applied needs to be reduced. The following steps will explain how to change the Payment amount being applied to an Invoice.

1. In Amicus open the Billing side of the program.

2. Open the File requiring the payment amount to be changed.

3. Under File Facts on the left, select Bills.

4. Locate the Bill with the payment needing to be changed.

5. Open the Payment on the Invoice needing to be altered.

6. Under the Payment column, enter the new value required to change the payment amount on the invoice.
   
    

7. The remainder of the payment amount is automatically applied as a General Retainer on the File.

8. Click Save & Close to complete the change.