Follow the instructions below to save a payment on a clients account:
To enter the payment:
- Click on the Clients in the navigation bar at the top of the screen.
- Select the desired client.
- Click the Accounting tab on the client details page.
- Click the blue Receive Payment button.
We highly recommend applying the payment to your invoices to mark them as paid, learn more here.
Also known as: Posting a payment.
Comments
2 comments
However if you have an outstanding invoice, the invoice will show unpaid unless you retype the number in that field as well.
Hello Paul,
That is correct. We recommend the following article for adding and applying payments: https://bill4time.zendesk.com/entries/165687-How-do-I-add-and-apply-a-payment- .
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