ELITE Customer Payments

How do I view a customer payment history?
If you have access to the Customer Catalog screen in Elite, you can view a customers payment history. 1. Click the left Hamburger menu icon. 2. Click o...
Thu, 17 Jul, 2025 at 4:31 PM
How do I post a customer lumpsum payment?
NOTE: Post customer lumpsum payments when you don't have an existing invoice to allocate the payment to. Meaning you only have a non-invoice document th...
Fri, 18 Jul, 2025 at 3:01 PM
Processing Customer Cash, card, EFT and Debit Order Payments in the CUSTOMER PAYMENTS screen.
If you have access to the Customer Payment screen in Elite, you can Process Customer Cash, card, EFT and Debit Order Payments in the CUSTOMER PAYMENTS scree...
Mon, 21 Jul, 2025 at 1:21 PM