MOBILE APP

  • In the Documents find the Invoices list
  • Select and click the desired invoice
  • In the black bar on the bottom click on the Payment icon
  • A new window appears
  • Now you can add/alter the Amount, Date and Note. The default setting is the full invoice amount and today’s date.
  • Tap on Add
  • The status changes to Paid or Partially paid and the button’s color changes to green
  • If you preview the invoice, a line saying Paid is added under Total and the Total due sum changes accordingly

WEBSITE

  • In the Documents section click on Invoices
  • A list of all invoices appears
  • Click on an invoice and a preview appears
  • In the upper left corner click on Add payment
  • A window Enter payment appears
  • The sum is already set to 100% of the invoice and date set to today. In case of a partial payment rewrite the sum
  • Choose a payment date
  • Click on Add payment
  • If you preview the invoice, a line saying Paid is added under Total and the Total due sum changes accordingly

or

  • In the Documents section click on Invoices
  • A list of all invoices appears
  • Use the check boxes to select desired invoices
  • The number of selected invoices and an Actions button appear on the top of the page
  • Click on Actions and select Add payment
  • An Add payment window appears
  • Choose a payment date: Issue Date, Due date. Today or Other. The issue date and due date selection will use those dates from the invoices. By selecting other you can choose your own date.
  • Click on Add payment
  • If you preview the invoice, a line saying Paid is added under Total and the Total due sum changes accordingly


REMOVE A PAYMENT

 
You can remove a payment very easily. Just proceed with adding a payment and then in the payment window remove the payment 

  • on the website by clicking on the bin icon
  • in the mobile app remove the payment by a finger slide, or click on the payment and select Delete 

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