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:

billing-history-box.png

After clicking on the unassigned payment, this screen will come up:

Screen_Shot_2017-05-28_at_1.52.01_PM.png

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

Screen_Shot_2017-05-28_at_1.52.51_PM.png

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. 

 

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