Recording a payment for an invoice

How to add an outside payment to an invoice:

1. Find the invoice you would like to add a payment to within the client profile, or the main billing tab.
2. Click the card icon on the right side of the list to "Make Payment"
3. Choose the payment method, add a "Name" such as Cash, Check, Venmo, Zelle, etc. if the payment has already been received.
4. If you have the client's card information to charge a payment too, click on "+ New Payment Method", and enter their card details.
5. Choose the amount to be charged or was paid for. You can choose an amount in the dropdown, or type in a custom amount.
6. Choose a notification preference. It is defaulted to notify the client of the payment, which will send them an email notification letting them know the payment was applied to their invoice. If you do not want the client to receive a notification, uncheck that box.
7. Click "Pay Now", and the payment will be added to the invoice.

If you need to adjust the date of the payment:

1. Go the Payments tab, under Invoices in the left hand menu.
2. Find the payment you just added to the invoice (it should be at the top).
3. Click the pencil icon on the right hand side of the list to "Edit Payment".
4. Change the date of the payment, and click "Update".

To view the payment details on any invoice, click on the invoice you would like to view. In the PDF view of the invoice, you can view all of the payments made, and any installments that are due.