✅ Step 1: Open the Invoice
Go to the Invoiced tab and click Finalized.
Find and open the invoice you want to apply a payment to.
✅ Step 2: Click ‘Add Payment’
Click the Payment button.
A payment window will open.
✅ Step 3: Enter Payment Details
Enter the payment amount:
For a full payment, enter the full invoice balance.
For a partial payment, enter the partial amount received.
Select the payment method (Cash, Card, Check, ACH, Zelle, etc.).
Add any reference number or notes if needed.
✅ Step 4: Register the Payment
Click Register to apply the payment to the invoice.
The invoice balance will update automatically.
If partially paid, the remaining balance will still show as open.
✅ Tip:
You can take multiple payments on the same invoice until it’s fully paid.
Done!
Your payment is now recorded and your records are up to date.