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Once your invoice is ready, and you receive payments on invoices from clients, you can easily record them in the system.
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First, from the main menu click on Billing → Invoices→ First, go to the Money module, then click on Invoices --> View All Invoices to be directed to the list of invoices page.Anchor
From the actions wheel next to each invoice number, click on Record Payment to record a new payment to the selected invoice.
The Payment made Made tab within the invoice allows you to track all the payments recorded at the selected invoice level and record a payment from there.
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After Payments, the invoices will become either partially paid or paid invoices.
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Moreover, you can record payments from prepaid accounts, or clients' trust accounts.
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Therefore, choose the Trust Account in the Payment Method field, and the system will automatically withdraw the Amount from the client's trust fund.
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Read this guide to know more about how to manage Trust Funds. |
You can then track all the payments made at a particular invoice from the Payment Made tab, and do further actions.
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