How to add a Payment to an Invoice

If a client pays an invoice via the card processor, the payment is automatically added to the invoice, and your balances will be updated automatically. However, if a client pays you via check, cash, or some other form of payment, we must manually add that payment to the invoice. Here is how we do that:

1. Navigate to the Invoice page
2. Locate the Payments panel
3. Click the green + button, , on the top right of the Payments panel.
4. Fill in the details:
   1. Amount
   2. Payment Date
   3. Type
   4. Note
   5. Send Email: Check this box if you would like to send an email receipt of this payment to the client
5. Click the green Save button, .
6. You can now see the payment in the Payments panel. 

NOTE: When a payment is made, either by the client via card processor, or by you, the status of the invoice automatically will update to “Paid”.

NOTE: If a payment is not made by the Due Date, the status of the invoice will be automatically updated to “Overdue”