How do I enter payments?
If a customer pays you via a method such as cash, cheque or bank transfer, there are a few different ways to add the payment.Firstly, you can head to 'Billing' > 'Payments' on the menu:
This will take you through to your payments list.
Click 'Add' and it will ask for the customer name, method of payment and amount (the full invoice amount will be auto-filled here, you can amend if the payment is different).
Once you have clicked 'Add', if the customer had an outstanding invoice, the payment will allocate to this invoice.
And if it was the full invoice amount, you will be able to see on the invoice list that the invoice will change from 'Awaiting Payment' to 'Paid'.
An alternative way to add a payment is from the customers' page under the 'Billing' tab (as below):
If you make a mistake putting through payment, you can 'delete' the payment in the 'Payments' section.
You can decide whether you would like your customers to receive payment receipts when payment is processed for them. This is done in 'Payment Methods' in 'Settings'.