Entering an Invoice Payment

This article is for Entering an Invoice Payment 

Step 1:

  • Navigate to the clients, property level, invoice tab
  • If there is a + sign to the left of the WO ID, click it to expand
  • Click on the Invoice Dashboard



Step 2:

  • From here you can enter payments, credit, or refunds. 
  • To enter a payment, click on the plus sign associated with payments



Step 3:

  • Enter the Posted date, Amount Paid and you can add what you want to the Reference and Notes fields
  • Click Record when ready


Step 4:

  • Click on yes to approve the payment


That's it, you have recorded, a payment

Was this article helpful?
0 out of 0 found this helpful



Please sign in to leave a comment.