We have added the ability to apply an invoice payment for a customer directly from the Invoice Report screen.

1. From the Jenesis Main Screen, go to Reports at the top then choose Invoice Report to the far right of your screen. You will now see an area labeled Apply Payment with an Amount field and an Apply Payment button.

2. When you enter a due date range that includes invoice items with an outstanding balance, you can single click on any customer in the list and the total balance due will appear in the Amount field. You can adjust if your customer is paying a different amount.

3. Then, click the Apply Payment button and the amount from the Amount field will be applied as a credit to the invoice for that insured.