Record Payment Against A Invoice.
Invoices with AND CO need to be created and sent or marked as sent in order for you to mark them as paid/record a payment against them.
View more on how to mark a invoice as sent without sending it to your client here.
Once you have created your invoice and sent it to your client or marked it as sent simply select the record payment icon to the right of the invoice via the invoices tab
You can select from the quick options on the dash to record the payment by hovering your moue to the right of the invoice you will see your quick options.
💲 Record Payment
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Select the $ symbol to quickly record a payment on the invoice.
You can also select the invoice to view it and record the payment within the invoice.
> select the "record payment" green button > record payment
A pop up window will appear for you to record the payment. You can make any edits before selecting record payment.
Once you have recorded the payment on the invoice you will see a option to send a payment receipt simply select send receipt to send a payment receipt to your client or select Skip to not send a payment receipt. Otherwise select skip. You can always send a receipt at a later stage.
Your invoice is now marked as paid and you can see this via the invoice > invoice history on the right.
You can also view payment history on invoices by selecting the invoice > payments tab
You can also view the paid invoice via the invoices tab
An alternative way to mark the invoice as paid by selecting "record payment in full" select the invoices tab > select the menu icon to the right of the invoice (3 little dots)
Then select the option > record full payment
Selecting this quick option will mark the invoice as paid in full with the payment date being the same date you selected "record full payment" via this method.
You can edit/delete the recorded payment and date anytime by selecting the invoice >payments tab > 3 dots icon to the right of the payment
Make any necessary edits and select save
💌 Please reach out to your friendly CO's via the Chief Operator tab in the app should you have any questions or concerns. 💌