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

Edit payment on an invoice

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