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 Add 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. In case of a partial payment rewrite the sum

  • 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 appears under Total and the Total due sum changes accordingly

You can add payments to multiple invoices with a mass-action. Read this article to learn more about it

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 equals the invoice sum and the date is set for today. In case of a partial payment rewrite the sum

  • Choose a payment date

  • Click on Add payment

  • If you preview the invoice now, a line saying Paid appears 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 checkboxes to select desired invoices

  • The number of chosen 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 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 own date.

  • Click on Add payment

  • If you preview the invoice now, a line saying Paid appears under Total and the Total due sum changes accordingly


REMOVE A PAYMENT

You can remove a payment very quickly. Just proceed with adding a payment in the payment window and delete 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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