Manually Add a Payment to an Invoice

When recording a transaction for an invoice, you can either manually add a full payment or multiple partial payments to you record your customer's payments.

If you record a partial payment for your invoice, the invoice will apply the payment and will auto-calculate the remaining balance due. With each transaction you enter, along with setting the payment amount, you are able to record the payment date and method and add any additional payment notes.

iOS and Android

  1. From the side navigation menu, tap on Invoices
  2. Select the invoice you would like to add a payment to
  3. Tap on Payment
  4. Tap on Record payment
  5. Enter the amount for the payment, which can be full or partial
  6. Enter method of payment: Cash, Check, Credit card, Direct transfer, PayPal
  7. Select the payment date
  8. Enter method of payment (e.g. Cash, Check, etc.) 
  9. Add a note related to the payment
  10. Tap on Save in top right corner 
  11. Tap on the Transaction history to view the invoice's payment history

Web

  1. From the side navigation menu, tap on Invoices
  2. Select the invoice you would like to add a payment to
  3. On the right side under Balance, click on Add payment
  4. Enter the amount for the payment, which can be full or partial
  5. Enter method of payment: Cash, Check, Credit card, Direct transfer, PayPal
  6. Add a note related to the payment
  7. Click on Add payment
  8. Click on View Transaction History to view the invoice's payment history

 

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