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Credit Payments to Invoices

Connect payments to invoices and change the invoices payments are connected to

Updated over a year ago

To credit a payment to an invoice,

  • Navigate to your list of Payments by going to:

  • Select the payment you want to connect to an invoice

  • Click on the "Add New" button

Note: If you want to change the invoice this payment is connected to, click on the Remove button ("-") button in the "Credit this to an Invoice" section

  • Select the invoice you want to credit this payment to

  • Enter the amount of this invoice you want to credit to this invoice

    • To credit the full payment to an invoice, just full the total amount ($50 in this example)

  • Click on the Save button

  • The payment will now be connected and credited to the invoice and the invoice should say "Paid" or "Partially Paid" depending on the amount that was credited

Note: if the invoice does not change to show the accurate state, refresh your page

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