Record a payment
Record each payment on its invoice so the balance stays right. An invoice can have several payments, such as a deposit and a final payment. Recording a payment doesn’t send any money.
Who can do this: Add and edit: Admin, Manager. Delete: Admin
Record a payment
Section titled “Record a payment”-
Open the invoice and select Record payment. The button is unavailable if the invoice is void or fully paid.
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Check the Amount. It starts with the full balance due, so change it for a partial payment.
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Check Date paid. It starts on today’s date.
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Choose the Method: Check, ACH, Wire, Card, Cash or Other.
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Enter a Reference, such as the check number or confirmation, and any Notes.
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Select Record payment.
The invoice’s Paid and Balance due update right away. It shows Partially paid until the balance reaches $0, then Paid. A payment can’t be more than the balance due.
Fix a payment
Section titled “Fix a payment”To change a payment, use the pencil button next to it, make your changes and select Save payment.
If you’re an Admin, you can use the trash button to delete a payment and put the balance back up. Managers can edit a payment but can’t delete one, so ask an Admin if one was recorded by mistake.
The date you enter here is what the Paid view of the Spending chart uses, so use the date the money actually went out.