Add Payments to Invoice

You have the ability to update the invoice if a payment is made by the payer towards the invoice.

Select the Invoice you wish to add a payment to from the Invoice List.

Once you are in the Invoice, click on Update Payment Info.

This will bring you to the 'Payment Info' screen. Enter 'Amount Received', 'Payment Method' and amount 'To be Applied'. Once that information is entered click ‘Save.’

Note: If the 'Amount Received' is greater than the ‘to be Applied’ amount, the remaining balance will go into Escrow/Credit to be used at a later time.

The next screen will show you all payments made for this particular Invoice. To go back to the main invoice select the invoice number or you can add another payment to the invoice by selecting ‘Update Payment Info.’