How to add Payments in an Invoice

To Add Payments in an Invoice you have to follow these steps:

Step 1: Go to the Accounts tab on the left navigation bar and click on Invoices.

Step 2: Click on the unpaid Invoices tab. Here you will see the list of invoices that have been created but no payment has been made.

Step 3: Go to the Invoice where you want to add the payments. Scroll towards the right side of the screen where you will see the " $ " icon under Actions and click on it.

Step 4: A pop-up will appear on the screen asking for the payment details.

Step 5: Fill in the payment details (amount received, the payment method, and the date).

Step 6: You can either "Save and Close" or " Save and Send Receipt".

OR

You can also follow these steps to add payments in an invoice.

Step 1: Go to the Accounts tab on the left navigation bar and click on Invoices

Step 2: Click on the unpaid Invoices tab. Here you will see the list of invoices that have been created but no payment has been made.

Step 3: Go to the Invoice where you want to add the payments. Scroll towards the right side of the screen and click on the edit invoice under Actions.

Step 4: You will see the detailed Invoice page, scroll down to the Payments Received section.

Step 5: Click on "Add new line" and fill in the payment details (amount received, the payment method, and the date).

Step 6: You can either "Save and Preview", "Save" or "Save and Send" the invoice.

Note: Please make sure that the "mark this invoice as paid' option in unchecked. If this option is checked it will be marked as paid and you can not add payments.