Overview

You can record payments against an invoice, including paying the full amount at once. In the Payment section, you add a payment, choose the invoice payment type, and optionally select Pay All to settle the whole invoice. This keeps each invoice’s payment status accurate.

Before You Start

You need access to the Invoices area and permission to edit invoices. Make sure your invoice payment types are set up in Settings.

How to Add a Payment to an Invoice

1. From the left navigation menu, select Invoices.
2. Click the plus (+) icon to create a new invoice, or the pencil icon to edit an existing one.

3. Scroll down to the Payment section and click the plus (+) icon.
4. Choose the appropriate Invoice Payment Type from the list.

5. Select the Pay All checkbox to pay the full invoice amount.
6. Click OK to confirm and apply the payment.

Tips and Things to Know

• Use Pay All to settle the entire invoice in one step.
• Payment types come from your Invoice Payment Types settings.
• Record partial payments by leaving Pay All unchecked and entering the amount.
• Keeping payments current keeps invoice status accurate.

Frequently Asked Questions