In this article, we will explain you more about how you can Manually Add / Record payment received from your client in an invoice.
ℹ️ When recording a transaction for an invoice, you can either manually add a full payment or multiple partial payments.
The steps mentioned below for Manually Adding Payment are similar to Purchase Order.
iOS #
- Tap on ☰ to open the side menu.
- Tap on 📁 Invoice.
- To Edit tap on the Invoice that you want to Edit/Open.
- For manually adding payments tap [icon name=”money” class=”” unprefixed_class=””] Payments.
- Enter date, amount, type, comments.
- Click on [icon name=”floppy-o” class=”” unprefixed_class=””] Save.
- Payment will get added.
Android #
- Tap on ☰ to open the side menu.
- Tap on 📁 Invoice.
- To Edit tap on the Invoice that you want to Edit/Open.
- Tap on ✏️ Edit
- For manually adding payments tap Payments.
- Enter date, amount, type, comments.
- Click on [icon name=”floppy-o” class=”” unprefixed_class=””] Save.
- Payment will get added.
Mac #
- Click on 📁 Folders from side menu bar.
- Click on ✏️ to Edit/Open the Invoice.
- For manually adding payments click on [icon name=”money” class=”” unprefixed_class=””] Payments.
- Enter date, amount, type, comments.
- Click on [icon name=”floppy-o” class=”” unprefixed_class=””] Save.
- Payment will get added.
Web #
- Click on 📁 Folders from side menu.
- Click on 📂 All Folders / 📂 Invoice.
- Click on ☰ button of the Invoice.
- Click on ✏️ Edit to Edit/Open the Invoice.
- For manually adding payments click on [icon name=”money” class=”” unprefixed_class=””] Payments.
- Enter date, amount, type, comments.
- Click on Save.
- Payment will get added.
