Process a payment for a service that you've provided to your client, via a payment method of your choice 

📝 You'll need to create a new invoice before applying a payment.

 
 

Apply a payment to an invoice

 

1. From your client's file, click Invoicing 

 
2. Click on
Actions then Edit for the invoice you would like to apply a payment to

 
3. Click on the
$ button or Payment \ Auto Assign

 
4. Enter the payment details, then click OK

 
5. Click
Update Invoice

 
 

Edit a payment on an invoice

1. With the invoice open, click on the $ button

         

2. Click on Edit

     
3. Update the details, then click Ok

📝 If you need to apply a payment to multiple invoices, checkout our article on applying a batch payment to a client's invoice.

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