Taking payment against an invoice

Once you have created a draft and then converted to an invoice, you'll then need to get the invoice paid.

To take payment against your invoice, locate it firstly by searching in the 'Invoices' tab of the Invoice section

It will appear with a red 'UNPAID' mark at the top of the invoice.

Scroll down to the bottom of the invoice to the 'PAYMENT' section

Enter in the Type of payment, Account, Reference and Value

Click 'Add'

....And that's it! If your customer's payment is the full total, the invoice will then be marked with a green 'PAID', or if part-payment, it will remain as a red 'UNPAID' until the total has been fully paid.

Feedback and Knowledge Base