You can receive payments from the Invoice Module, the customer’s Address Book on the Customer Module, the Schedule Module via the Completed Jobs Report and the Estimates Module through the Invoiced Estimates.
You can receive payments from the invoices list. Click the 3-dot menu to the right of the invoice. From the drop-down, select Receive Payment.
You can also receive payment from an open invoice. From the Actions button, select Receive Payment.
The Payment Info window will come up.
The Amount and Balance fields will indicate the total payable. Replace the value on the Amount field with the amount to be paid.
From the Payment Type field, select if the mode of payment is Cash or Check.
If the Check option is selected, the Check Number field will come up. Indicate the details in this field.
Add notes on the Memo field.
If any partial or advanced payment has been previously made, the details of this will be indicated on the table.
Save the payment details.
The total balance due for the invoice on the Invoices page will be updated but will not be marked as Paid.
The amount of the partial payment will not be recorded on the Paid in the Last 30 days summary.