Apply a payment to an invoice

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

You will need to create a new invoice before you can apply payment.

This article covers:

Apply payment to an invoice

1. From your client's file, click Invoicing, click on Actions then Edit for the invoice you would like to apply a payment to

2. Click on the $ button or Payment \ Auto Assign, enter the payment details, then click OK, finally click Update Invoice

💡 You can also click on the invoice number to quickly edit the invoice.

💡The payment/auto-assign button will apply a payment to the total invoice, whereas the $ button will apply a payment to a single service type.

Edit payment on an invoice

1. With the invoice open, click on the $ button, then click on Edit, update the details, then click OK

💡Clicking delete instead of edit will delete the entire payment.

See similar articles regarding account payment:

📝 Applying a batch payment to a client's invoice

📝 Raising credits and refunds

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