Invoices, Payments, and Deposits

Applying Payments

Apply a previously recorded payment to a newly created (or existing) invoice by clicking on the payment from the client's Billing history box.

In the Billing history, payments that are attached to an invoice—or, Applied Payments—will have a paperclip icon to the right, and are in green text. Un-applied payments—not attached to an invoice—show up in black text:

After clicking on the un-applied payment, a pop up will appear where you can select the drop down menu beside Applied to to change the designation for the payment.


Once you update the payment you'll see the paperclip icon appear beside it in the Billing history. If you haven't done so already, go to the invoice itself and click onto Actions > Mark Paid to close out the invoice. Both the invoice and payment will then appear in green text. 



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