CSL Update -Adding a Payment on a CSL Account

For users of the Full CSL to clear the balance of your outstanding invoices you can add a payment directly onto the Customer’s Account and choose the appropriate method of payment. 

This will then reduce the balance owed on this account. You can also settle certain invoices with a payment transaction. 

For example you receive a payment of £1000 from the company you can apply this payment to certain invoices to “Settle” these transactions. 

Once settled you can view these by ticking include settled transactions. 

If your payment equals more than the sum of the invoices chosen the remaining amount will be added to the account in a separate transaction and can be used against another invoice in the future. 

To use an existing payment transaction on the CSL select the transaction using the white square you will then see the “Apply Payment” button appear. Choose the Invoice you would like to settle and click apply.