There are a few ways to record client payments: payment in full, partial payment and create a credit on account.
Payments received can be viewed on the Payments Report.
Tip: Payments for cash, check and other direct payments are added manually. Stripe Payments are added automatically and cannot be edited.
How Do I Create a New Payment?
Navigation: Clients > Payments & Refunds > Payments
Step 1
- Click "New Payment."
Step 2
- Enter Payment details, including the payment date, the amount and how it was paid to you.
- Check allocation amounts (reallocate if necessary) to the outstanding invoice(s).
Read more about the fields on a Payment screen:
- Date: Enter the date the payment was received.
- Amount: Enter the payment amount.
- Payment Type: Enter the method of payment, such as direct credit, cash or check.
- Details: Keep "Payment Received" or edit as needed, such as adding a Check number.
Step 3
- To email a receipt for a payment, toggle ON "Email Client."
- Select an "Email Template" from the drop down, edit the "Email Subject" if necessary and Email content.
- Click the "Add Payment" button at the top of the screen.
How Do I Edit a Payment?
Step 1
- Click on the Payment to edit.
Step 2
- Edit the information as needed.
- Click "Update."
Note: If the original payment was allocated to an invoice, and you edited the payment amount, then the allocation for the invoice might have changed.
How Do I Delete a Payment?
Step 1
- Click on the Payment to delete.
Step 2
- Click "Delete."
- "Are you sure?" appears. Click "Delete" to confirm, or "Cancel" to keep the payment.
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