How to add a Payment

When your Client pays an Invoice, you need to tell us about it. Here is a video that guides you through this process. Included below the video, is an additional step by step guide.

  1. Go to Billings & Receivables in the main side Menu bar (Look for the credit card icon).

  2. Next you will want to click on Balances.

  3. Click on Add Payment then type in the account you would like to add the payment to.

  4. You can also add in the payment information such as the Invoice you would like to add the payment too, the amount, the currency, and the method of payment.

  5. Click Create

Updated 4 months ago

How to add a Payment


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