MOBILE APP
In the Documents find the Invoices list
Select and click the desired invoice
In the bar on the bottom click on the Add Payment
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
