Click on Customers…Transactions…Customer Tax Invoices and follow these simple steps:

• Click on Add Anticipated Payment Date on the specific Invoice
• On the Manual Actions screen, click on the Add button.

*    The new Manual Actions Summary will include any historic Anticipated Payment details.

• Complete the Status of the task, Note, Anticipated Payment Date, and Expected Amount.
• The Non Payment Reason, Next Action and Contact Name will be available for selection as defined in the steps above.

Note: The Non Payment Reason and Action Code on this screen will default based upon the record that is set as the Default record to allow you to capture these details quicker