How To Record Payments For An Invoice
Go To Payments
Navigate to the "Payments" tab.
Select the Invoice
Select the invoice you want to Record a Payment for.
Click on the Options Button
Click the ellipses here.
Record Payment
Click "Record Payment".
How do you want to Record Payment?
Charge a card: Either select a card already on file or add a new card (which you can save to your client's contact record) and charge that card.
Record manually: use this option to record a payment you’ve captured outside the system (i.e cash, card, check, bank transfer, or other.
Charge a Card
Click "Select" under Charge a card.
Saved Cards
If you have the client's card saved, click the "Saved Cards" radio button and select the card.
New Cards
Click the "New card" field.
Enter the Client's Card Info
Click the "Card Number" field, and enter the Client's Card Number
Save Card Info
Click "Confirm & Charge".
Complete Payment
Click "Done".
Record Manually
Click "Select" under Record Manually.
Select Payment Method
Click this dropdown. And choose the method among:
Cash
Card
Cheque
Bank Transfer
Other
Enter the Amount
Click the "Amount paid" field, and enter the amount paid.
(Optional) Enter Notes
Optional: Click the "Notes" field, and enter any notes you wish to refer to about the recorded payment.
Submit
Click "Submit".
Complete Payment
Click "Done".
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