Billing
Record Payment
Write down a check, cash or other payment on this invoice.
Where and How
Record Payment
Billing › Invoices › Invoice › Record Payment
Write down a check, cash or other payment on this invoice.
What It Does
Records the amount, how it was paid, the date and a reference, and can apply credit on account.
What It Changes
The balance drops at once. Less than the balance makes it Partial; more pays their other open invoices, then stays as credit. A cash discount, when offered, is recorded with the payment.
How to Use
- Type the amount and pick How.
- Add the check number or reference.
- Click Record Payment.
From the same help as the card in the app.