Manually Add a Payment
1. In the payments section on the invoice select add/request payment.
2. A pop-up will appear. Select record payment.
3. Enter the payment method, the amount paid, and the payment date. You may also leave a note regarding this payment, such as a check number, and mark this payment as a deposit if needed. When all details are entered select Confirm.
4. The payment will be reported on the invoice and the amount paid will be reflected in the payments table.
Manually add a credit card payment
On your invoice, select the add/request payment button in the payments table.
A pop-up will appear. Select take payment, customize the balance and enter your customer's card details.
The payment will be reported on the invoice and the amount paid will be reflected in the payments table.