Apply Payments

Applying a payment

1. Go to Accounting → Invoices and open the invoice.
2. Click Payments.
3. Enter the amount, the date it was paid and the method (bank transfer, card, Direct Debit, cash, cheque, PayPal or other).
4. Optionally add a reference.
5. Click Record payment.

Pay the full balance and the invoice becomes Paid. Pay less and it becomes Part paid, with Paid and Balance due shown under the invoice total. Either way the ledger is updated.

Mark as Paid is the shortcut for a payment of the whole outstanding balance, dated today.

Payments made online by card or Direct Debit, and payments matched from a bank statement, are recorded for you.

For voiding a payment, paying bills and the full payments list, see Payments.

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