How to Add Payments to Invoice?

You can add payments to an invoice by following the steps below.

1.  Navigate to Invoices.  

The Invoices page is displayed.

2.  Click the reference number of the invoice if you wish to add payment details.

The selected invoice details page is displayed.

3.  Click Add payment.

The Add new invoice payment dialog is displayed.

4.  Enter the payment amount in the Amount paid field.

5.  Select the type of the payment from the Payment type dropdown list. The default options available are Cash, Cheque, and Bank Transfer. These options can be edited by navigating to Settings > List management. For more information, refer to How to Create/Edit List Management?

6.  Set the date of payment in the Paid date field.

7.  Optionally, add a reference in the Reference field.  

8.  Click Save changes.

The payment details are added to the invoice and the payment status is changed to Paid when the total of all invoice payments matches the total of the invoice (i.e. the sum of all invoice items added together).

Note: You can also add payment details by scrolling down the Invoice Details page and clicking the Payments tab then Add payment.

Note: You can also edit or delete the payments added to the invoice. To edit, click the Edit button in the row of the payment and make changes. To delete the payment, click the Delete button and confirm the deletion.