Payment Workflow

How to add a new payment and apply it to an invoice:

1. Click on the Accounting tab
2. Click on the Receive Payment button
3. Enter your Client, Project, Amount, Date, Payment Method, and any notes
4. Check the box next to each invoice you wish to pay and verify the Applied Amount
5. Repeat Step 4 for as many invoices as desired
6. When you are done, click the Save button

The payment will now be added to the client's accounting and applied to the invoices you selected.

How to apply an existing payment to a client's invoice:

1. Click on the Clients tab
2. Click on the desired client
3. Click on the client's Accounting tab
4. Click on the payment you wish to edit
5. Click on the Edit button
6. Under Unpaid Invoices check the box next to each invoice you wish to pay and verify the Applied Amount
7. Click the Add button
8. Then click to Save

How to apply an existing payment from an Invoice:

1. Click on the Invoicing tab
2. Click on the desired invoice (if you cannot find it, click on the Find Invoice button and search by invoice number or client)
3. Click on the Payments tab 
4. Then click the Apply Payments button
5. In the payment pull-down menu, choose the payment that was previously added to the system
6. The Amount will fill itself in but you can change it if you want the amount to be lower than the payment
7. Press the Save button