How to record a manual payment
Navigate to to the invoice you would like to record a payment on.
Click the … Options menu and select Create payment
Click Record manual payment
Enter the:
Payment date
Payment method
Payment amount (payment amount can be any amount up to the current balance due)
Notes (optional)
Click Save
The payment will be recorded on the invoice and the balance will be updated to the new amount due.
You can continue to add payments on to the invoice as needed
The status of the invoice will update to Partial payment until the full balance is paid
💡 Customer invoices sent via email automatically sync to show updated payment status and recorded payments
What's Next?