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.

iPhone and iPad

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

Android

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

Do these steps look different? If so, you may be using a previous Invoice2go version. See instructions here.

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