How to add a new payment?
Adding payments.
To Add payments, you can do it in multiple ways. Here are the steps for each method:
Method 1:
- Choose Expenses from the global create menu.
- Alternatively, go to Transactions from the left menu and switch to the Payments tab.
- Click on the Add Payment button.
This will open the payment section on the right side of the screen.
Next step is to select a customer for whom you want to add a payment.
A list of invoices associated with that customer will be displayed. Choose the invoice for which you want to process a payment.
Only invoices with open balances will appear in this list.
Method 2:
- Go to Invoices and select the invoice to which you want to add a payment.
- Click on the Add Payment button.
- Fill in the required payment details.
Method 3:
- Navigate to the Invoice view page for the specific invoice you want to add a payment to.
- On the page, locate and click on the Add Payment button.
- Fill in the required payment details in the provided fields.
You have multiple ways to add payments: through Expenses, Transactions > Payments, or directly from the Invoice view page by clicking the Add Payment button. Choose the method that suits you best.