Accounting: New Payment

Payments only exist inside of an invoice. There are several ways to add a payment to an invoice.

  1. Hover your cursor over the Sales tab and click Accounting.


  2. Click the Payments tab.


  3. Select New Payment.
    • You may select this from either the top or from the side menu.
  4. You will be presented with a new dialog that requests an Invoice #.
    • Enter an invoice number that matches one of your current invoices.
  5. This will take you directly to the payment screen.

Add Payment

  1. Select the Received Date.
    • Upon selecting this field you will be presented with a calendar to select the desired date.
  2. Enter the Amount of the payment.
  3. Select the Type of the payment.
  4. Enter any additional notes that you would like to attach to this payment.
  5. Click Add Payment.
  6. Click Closed.