Mark Invoice as Paid
- Navigate to “Invoicing” > “Payments Received”
- Click “Add Payment”
- Select the client, payment method, and date of payment, payment reference (optional), amount, and comments (optional)
- Click “Save Changes”
- Select the “+ Add Invoices”
- Select the invoices that have been paid
- Click “Add”
- Confirm the payment amount
- Click “Allocate”
For cash or cheque payments, you must also “Mark as Deposited” before being able to allocate the funds to an invoice.
If you receive prepayments or larger payments than the invoice total you will find the available balance or credit that Client has on their account under “Allocations”
Generate a Receipt
- Navigate to “Invoicing” > “Payments Received”
- Select a payment from the list
- Click “Receipt”
- This will generate a client facing receipt in a PDF format