After you send your invoice with a deposit request to your client, they will have the option to pay the full amount of the deposit request, or the full invoice by using online payments. Once the payment has been submitted, your deposit request will be marked as complete, and you will receive an in-app notification of this.
If your client paid their deposit using cash, or a check, you will need to manually record the transaction through the invoice. Use the steps below to track this information in your app:
- Open the invoice and tap Payment
- Tap Record Payment
- Type in payment amount, method and date. Click Add
The payment will automatically add to the invoice history and the outstanding balance will be updated immediately. After manually adding a payment to an invoice, your deposit request will remain active and marked as incomplete on the invoice. If the manually recorded payment completes the deposit request, simply remove the deposit request from the invoice!