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When it comes to taking a scheduled payments, the Payments tab allows you to double-click the invoice and display the remaining scheduled payments. You then select the desired scheduled payment from the list as shown in Figure 1.
Figure 1: The Payments tab
The remaining scheduled payments appear in a dialog box similar to the one shown in Figure 2.
Figure 2: The Scheduled Payments dialog box
To select the desired scheduled payment(s), click on the red X in the right-most column. It turns into a green check. One or more of the scheduled payments can be selected as required. Click [OK] at the bottom of the dialog box to close and populate the Payment column of the Payments tab with the sum of the scheduled payments selected.
A check ensures scheduled payments add to invoice total, instead of invoice balance. The invoice can not be closed, changed to A or printed if payments do not balance. If an old invoice is being edited, when closing an invoice you see a prompt with an override. If the invoice is not editable you see a warning prompt.
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