Adding a Payment to an Invoice

To add a payment to an invoice

  1. In the Invoice Home, click Manage payments from your customer to go to the Payment management page.

  2. Click Add, then choose either Add Payment Schedule or Add Payment

Payment Schedules

If you chose Add Payment Schedule your payment schedule will be added to the invoice.

ℹ️ Note: the payments in the payment schedule are automatically calculated based on the remaining balance of the invoice. As items are added to the invoice the payments will be automatically updated.

Manual Payments

If you chose Add Payment, then you are adding a manual payment.

Email Reminders

Email reminders are automatically set up for manual payments. To turn off email reminders, click the Email button and choose Turn Email Reminders Off.

There are up to 4 payments that will be automatically sent to your client.

  1. Email 1 – sent immediately

2. Email 2 – sent 10 days before the payment is due.

ℹ️ Note: if the payment due date is less than 10 days away this email will not be sent.

3. Email 3 – sent the day the payment is due.

ℹ️ Note: if the payment has been received prior to the due date, this email will not be sent.

4. Payment Received Email – when the payment has been received an email will be sent to your client.

Syncing the Payment to QuickBooks

If you would like to sync the payment to QuickBooks, click the Sync button (icon shown above) and choose sync payments to QuickBooks.

Receiving a Payment

To receive a payment from your customer

  1. For What Kind of Payment choose Receive a payment from your customer.

  2. For Payment Processor choose how you would like your client to send you payment.

Recording a Payment

To record a payment that your customer has made

  1. For What Kind of Payment choose Record a payment that has already been made.

  2. For Recorded Payment Type choose the method your client used to pay.

Payment Details

Fill out the remaining details and click Save to add the payment.

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