Accounting: New Payment
Payments only exist inside of an invoice. There are several ways to add a payment to an invoice.
- Hover your cursor over the Sales tab and click Accounting.
- Click the Payments tab.
- Select New Payment.
- You may select this from either the top or from the side menu.
- You will be presented with a new dialog that requests an Invoice #.
- Enter an invoice number that matches one of your current invoices.
- This will take you directly to the payment screen.
- Select the Received Date.
- Upon selecting this field you will be presented with a calendar to select the desired date.
- Enter the Amount of the payment.
- Select the Type of the payment.
- Enter any additional notes that you would like to attach to this payment.
- Click Add Payment.
- Click Closed.