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.