The help article
How do I record a payment from a client?
- From the menu on the left-hand side of the screen, select Invoices. If you cannot see it, ask your account administrator to check your permissions.
- Find the invoice that has been paid. You can search by its number, or filter the list by status.
- At the end of the invoice's row, open the Actions menu.
- Select Enter Payment. The client and the invoice are filled in for you.
- Check the amount received. For a part payment, change the amount on the invoice's line before you continue.
- Check the payment date, which starts as today.
- Under Payment Type, choose how the client paid, for example Bank Transfer.
- Under Transaction Reference, enter the bank's reference so you can match it to your statement later.
- Select Save. Back in Invoices, the invoice now shows as Paid.
Was this article helpful? Yes / No
Nine steps, no pictures, and a reader who stops at step four.