Receive Payments
Learn how to record payments on your invoices
1) To record a payment, the invoice should be in status “Sent”; so, ensure to “Send By Email” or “Mark as Sent” the invoice previously.
2) Click the “Receive Payment” button.
3) Fill out the form. Notice that the “Amount Received” field is prefilled with the invoice balance. To record a partial payment, simply change this amount.
4) Click “Save”.
5) To record another payment, click “Receive Payment” again.
6) The system will prefill the “Amount Received” field with the outstanding balance. Fill out the form, and click “Save”.
7) To edit payment records, click the “Payments” tab.
8) Click the “Payment Number” to edit the record.
9) The payment details will open in a side panel. If needed, click “Open in New Tab”.
10) Click the “More Options” button to export to PDF, print, or delete the record.
11) Click the “Edit” button to make changes.
12) Edit the payment, then click “Save”.
13) In the invoice section, click the “Invoice Number” to return to the invoice screen.
14) On the “Payments Received” index page, click “Add Payment”.
15) Select the customer for whom you want to record payments.Only customers with outstanding invoices will appear in the list.
16) Click “Next”.
17) Fill out the form. Notice how the “Amount Received” you enter is automatically distributed among the outstanding invoices.
18) Alternatively, you can manually enter the payment amount for each invoice.The system will automatically update the total “Amount Received”.
19) Click “Save”.
