- Navigate to the Accounting section and locate the Invoice that you would like to add a direct payment to under the Invoices & Payments tab.
Open the Invoice, then scroll down to the Payments section located below the Line Items and click + on the green action bar. (If pre-bill is activated the invoice must be approved before any payment can be applied to it)
The Record Payment modal displays.
- Enter or select all of the payment information from the drop-down menus, then click Save or Save & Print.
The payment will be reflected on the Client's Invoice.