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Apply a payment to an invoice

Apply and edit a payment to an individual invoice

Updated over a week ago

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, and 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 Update Payment

2. Make any other changes if needed and then click Update Invoice to finalise

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

🚀 Did you know that our add-on Pin Payments allows you to easily pay your client's invoices online?


See similar articles regarding account payment:

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