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Add Payments to Invoices

How to manually add payments and credit card charges to invoices in PaintScout

In PaintScout, you can record manual payments or process credit card charges directly on an invoice through the Payments section.

How to Manually Add a Payment

1. In the payments section on the invoice select add/request payment.

Screenshot showing the Add/Request Payment button in the Payments section of an invoice

2. A pop-up will appear. Select record payment.

Screenshot showing the pop-up menu with the Record Payment option

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.

Screenshot showing the Record Payment form with fields for payment method, amount, date, and notes

4. The payment will be reported on the invoice and the amount paid will be reflected in the payments table.

Screenshot showing the recorded payment reflected in the Payments Table on the invoice

How to Manually Add a Credit Card Payment

  1. On your invoice, select the add/request payment button in the payments table.

    Screenshot showing the Add/Request Payment button in the payments table on an invoice

  2. A pop-up will appear. Select take payment, customize the balance and enter your customer's card details.

    Screenshot showing the Take Payment option with balance and credit card details entry fields

  3. The payment will be reported on the invoice and the amount paid will be reflected in the payments table.

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Overview of the Payments Table for managing payment requests, recording payments, and processing credit cards

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