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 invoice it concerns 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.