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How do I add a payment to a client's account?

Follow the instructions below to save a payment on a clients account:

To enter the payment:

  1. Click on the Clients tab.
  2. Select the desired client.
  3. Click the Accounting tab on the client details page.
  4. Click the 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.

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