Book a payment on an invoice
- To book one or more incoming payments on an invoice, navigate to the " Invoice" section in the top menu bar and search for the invoice you want to book the payment on. Then go to detail view of the relevant invoice and use the + Icon in the " Options" menu.
- You can also scroll down to the " Payments" panel and select " New".
- A dialog window will open where you can enter the payment information such the date of receipt, a description, payment method and the received amount. Select " Save" when you are done.
- You will see the payment now in the " Payments" panel.
You can also book a partial payment on an invoice. The paid and unpaid amount will both be indicated in the " Payments" panel.