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:
Please let us know if you have any questions and don't forget to rate this help article below, so that we can continue to improve our support to you!