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How to Add or Remove a Payment for an Invoice

Track paid and unpaid invoices and log the payment method that was used.

Aron Washer avatar
Written by Aron Washer
Updated over 3 weeks ago

Adding a payment

There are 2 ways to add payment for an Invoice on the Web Portal

  1. Open the "Invoices" tab.

  2. Find the invoice you would like to add a payment to and select the option "Add Payment" on the right.

OR

  1. Open the "Invoices" tab.

  2. Find and open the invoice you would like to add a payment to.

  3. Click "Add Payment", located above the invoice

  4. Fill in the details of the payment.

  5. If you wish to notify the customer that the payment has been received via email, please make sure that the "Send Payment received" is toggled ON.

  6. Click "Record" to confirm.

Fully paid invoices are moved into the "Paid" tab.


Invoices with outstanding payments will remain where they are.

The "reconcile" tab allows you to move invoices from the "paid" tab. This is particularly useful when dealing with cheques.

Removing a payment

Payments can be removed just as easily.

  1. Find the invoice in the "Paid" tab.

  2. Click on "Remove All Payments", located above the invoice.

  3. Confirm that you would like to remove all payments

If you would then like to print the PDF or download it, please click on the printer icon to print or the download icon to download the record.

On the apps

From the main menu:

  1. Tap "Existing Records & Drafts"

  2. Tap "Invoices"

  3. Tap on your chosen invoice. A pop-up will appear.

  4. Tap "Add Payment":

  5. Fill in the details of the payment and select "Add Payment" to confirm

  6. If you wish to notify the customer that the payment has been received via email, please make sure that the "Send Payment Confirmation Email" box is ticked

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