Record an Invoice Payment

First retrieve the invoice from Invoicing Report and then follow the steps below to enter a payment against the invoice.

Step	Action
1	From the View Invoice screen which will be displaying the invoice number this payment is against, click the Payments button. This will open a window titled Record an Invoice Payment as shown below in the example screen shot. This screen not only records new payments but displays any payment history from previously applied payments.
2	Update the following fields: Pay Date – This defaults to the current date but can be changed to another payment date. Pay Type – This is a select box showing the major payment types. Pay Ref – Enter the optional payment reference if any. Amount – This will default to the outstanding balance on the invoice. Adjust if necessary.
3	Click the Save button to commit this payment record and the screen will then show this payment record.

Example – We receive a payment of $100 cash and $300 by credit card. This will require two payment entries and when entered as per the instructions above, the payment screen will now look as shown in the screen shot below:

Note in this example that we can see the details of the two payments. It is also showing us that we still have $230 outstanding to pay on this invoice.