Invoices, Payments, and Deposits

Applying Payments

Apply a previously recorded Payment to a newly created (or existing) Invoice by clicking on the Payment in the Billing History box on a Client's page. 

In the Billing History Box, Payments that are attached to an Invoice—or, Assigned Payments—will have a paperclip to the right, and be colored green. Unassigned Payments—not attached to an Invoice—show up colored black:

After clicking on the Unassigned Payment, this screen will come up:

From here you can select the invoice that you would like to attach this payment to, under the For Invoice? dropdown:

Select the Invoice you want to assign this payment to, and click Update when you're done. This will turn this payment from Unassigned to Assigned.