Apply Payments

Applying Payments

1. Go to Billing → Invoices and open the invoice to mark as paid.
2. Click Record Payment.
3. Enter the payment date, amount, and method (bank transfer, card, cheque).
4. Optionally add a reference number.
5. Click Save — the invoice status updates to Paid and the ledger is updated.

Where to go next

• Understand the whole module → How Billing & Invoicing Works
• Next in this module → How to Read the MRR Dashboard
• Create an Invoice
• Set Up Recurring Billing
• See where this fits in the bigger picture → How a Lead Becomes Cash