Applying payments to an invoice

How to add or remove payments to an invoice

Payments can be applied to your invoice through the Invoice section of your database, or the Accounts records section. This guide will explain both ways. 

Accounts > Invoices

1. When you are looking at your invoices, you'll see an 'Options' button besides each invoice record. Click this to reveal the options. 
2. Select Apply payment (to see the invoice's payment history, which is also editable, click Payment history).
   
3. Enter, 'Payment received', which can be the full amount or a partial amount; 'Account/payment type', text entered here will be saved for later use to the Payment accounts value list, under Accounts > Value lists; and an 'Payment notes' you wish to add. 
4. Click 'Apply payment'.
5. This will display an option to send a confirmation email, which you are able to customise or ignore. 
6. Looking back at your invoices will now reveal the difference between the Invoice total and Unpaid columns if you have applied a partial payment. If the payment was full, the system will highlight the date of full payment in green.

Accounts > Accounts records

1. The Accounts records displays the individual items sold in your invoices. To apply payments to items here, locate your chosen record and hover over it to reveal the 'pencil' edit icons. Select this to edit the record.
2. Scroll to Payments received.
3. Here you'll be able to see an overview of any payments already made to the invoice in which the item belongs, the percentage that it accounts for and the value too. 
   
4. Click View/apply payments to add a payment value. This can be a full of partial payment.
5. Click 'Apply payment'.
6. This will display an option to send a confirmation email, which you are able to customise or ignore. 

View the payment history of an invoice

1. Go to Accounts > Invoices > click 'Options' in your chosen invoice.
2. Select Payment history:
   
3. Here, you'll see a record of all the payments applied to this invoice, the total received and unpaid amount.
   
4. You are able to edit these values how you wish. To remove any incorrect payments applied without creating a credit note set and without deleting the invoice to start over, set all payments in Payment history to "0" and click 'Save'.