Depending on the payment processor option you have selected, there may be instances where you'll need to manually apply a payment to a client invoice.
For example, if your client pays you in cash or sends a bank transfer.
Here's how you can Mark the Invoice as Paid (this works for payment installments / partial payments as well!)
Step 1: Navigate to the "Projects" tab on your left side menu + Select the client in question
Step 2: Select the "Invoices" tab (you may have to click "Invoice List" if you have multiple invoices with this client + Select your invoice in question from the list
Step 3: Click "Apply" > "Payment"
Step 4: Input the payment processing date, amount, and method of payment & click "Apply". You should see the payment reflected on the client's invoice total.
DID ANYTHING COME UP FOR YOU THROUGHOUT THE TRAINING?
Make a Post in our
Community!
I'll be glad to answer your questions and hopefully,
others can learn something new as well!
Don't have any questions? No problem! Let's chat
about what you liked most about this lesson :)
