Recording Payments via Unpaid Invoices

To record a payment from the Unpaid Invoices tab, use the side navigation bar to find the Invoicing screen and open the Unpaid Invoices tab.

Swipe left on the invoice you would like to record the payment for.

You can record the payment type, the payment amount, and a reference for the payment.

For your convenience, these details will preload on the record payment form the next time you are recording a payment for that customer.

You may use the Unpaid Invoices tab to search for invoices. You can search by the customer name, customer address, the invoice number, or the most recent payment reference for the customer the invoice belongs to.

Recording Payments via the Customer Payments List

One further way to record payments is via the Customer Payments List.

To record a payment for a customer, open the relevant customer from your customers list.

Next to the payments heading, click on the Payments List button on the right-hand side.

Now click on the plus icon at the bottom right-hand corner.

Here you will see any outstanding invoices for this customer, and you will be able to select these invoices if you wish to for the payment record.

Complete the payment by specifying the payment type, the payment amount, and the payment reference.

Voiding Payments

The Customer Payments List is where you would need to go to void an existing payment.

To do so, swipe left on the payment in the customer payments list and tap on the Void button.

This will affect the invoice the payment has been recorded against, as well as the customer balance.

Voiding Invoices

In a similar way, you can void an existing invoice by going to the customer screen, tapping on the Invoice List button, and swiping left on each invoice.

Please note that this will affect the customer's balance as well as any reports you have run prior to this action.