How do I Record Payments for Invoices Sent?

When you receive an invoice payment electronically, it automatically records the payment for you. But, this gives you a backup to perform manually as well. Navigate to the Invoices App, and view the invoice that you have been paid for. In the upper right corner, there is a button for “Record Payment”.  

Steps to Record Payments for Invoices

• Login and access Invoice app from your universal navigation bar
• Click on “By Status”, and select “Sent" at the left navigation panel.
  
  
• Choose any of the invoices and click on "Record Payment" button next to Bulk action.
  
  
   Provide the following:
• Payment Type -  Enter the mode of payment 
• Reference Number  - Enter the number for your reference
• Amount - The amount that has to be invoiced
• Payment Date - The last date to pay your invoice
• Notes - You can send notes along with the customer
• Toggle button - Enable Toggle "ON" for Invoices which need to be marked as paid
• # of unpaid invoices - Displays the number of unpaid invoices
• # of paid invoices - Displays the number of paid invoices
• Total unpaid invoices - Total amount of paid invoices
• Total Paid invoices -Total amount of unpaid invoices
  
  
• Click on "Save" Button to complete

Related Links

• Record multiple payments.
• Record partial payment.