Adding Payment

  • Open the "Invoices" tab.

  • Find and open the invoice that you would like to add a payment from.

  • Click "Add Payment"

  • Fill in the details of the payment.

  • Click "Record Payment" to confirm.

A fully paid invoice will be moved into "paid".
Invoices with outstanding payments will remain where they are.

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

Removing Payment

Payments can be removed just as easily.

  • Click on "Remove All Payments" and confirm it.

If you would then like to print the PDF, you will first need to click "Edit" and then "Approve and Print" to see the changes take effect,

On iOS

From the main menu:

  • Tap "Existing Records & Drafts"

  • Tap "Invoices"

  • Tap on your chosen invoice

  • Tap "Add Payment"

On Android

From the main menu:

  • Tap "Existing Certificates & Drafts"

  • Tap "Existing Invoices"

  • Tap on your chosen invoice

  • Tap "Add Payment" (This will only be available on invoices with an outstanding payment)

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