A payment on a contract can be entered in the Mixed Payment page. Only payments that are received on a contract with no invoice for the payment should be handled as described here. If an invoice already exists, it should be handled as any other payment and it does not need to be linked to a contract.
If the received payment consists of a mix of payments on standard invoices and payments on applications, the payment of standard invoices should be handled as normal, and only the payment on applications should have the contract number added.
If a down payment is received, an application should be created and valued, based on the amount of the down payment, and then matched as any other payment on a contract.
By adding the contract number when entering a payment received on a contract, the payment will always be shown on the Application for Payment, so that it is possible to see the total amount paid on a contract at any given time. After matching with the contract, follow the Allocate Payment on Application activity to complete the matching with the application.
General prerequisites:
Mixed Payment specific prerequisites:
The full customer payment or part of the customer payment will be matched against the contract.