Accepting Invoice Payments

Last Updated: May 12, 2015 01:02PM CDT

Accepting Invoice Payments

 

To accept an invoice payment for a client:

  1. Find the client.
  2. Click client transaction icon - 
  3. Choose Invoice Payment from the type drop down list.
  4. Choose the invoice for which you are accepting the payment.
  5. Adjust the values for each item/transaction, if needed.
  6. Enter the date, payment type, etc
  7. Click Save.
 

To edit an existing invoice:

  1. Find the client.
  2. Click on the invoice date.
  3. Make any needed changes. (Note: to change amounts on individual transactions, please edit them under the Transactions listing).
  4. Click Save.

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