Make a payment on an invoice
Step 1 - Select Client List
Step 2 - Select the client you wish to make payment to
Step 3 - Select 'Invoicing'
Step 4 - Hover your mouse over the 'Actions' tab and select 'Edit'
Step 5 - On the 'Edit Invoice' Screen, select the '$' symbol to make payment to a service type or the 'Auto Assign' to make payment to the Invoice total
- "$"Records payment for the service type
- Auto Assign records payment for the invoice total
Step 6 - Now enter the Amount Paid, Date Paid, Date Banked, Payment Methods and click 'OK' when done
- Date Paid: Date the client came in and paid
- Date Banked: Date that the money was actually banked
Step 7 - You notice the Owing amount will change. Click 'Update Invoice' when done to save the payment to the Invoice
Daniela Bozinoski -
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