How do I add a Direct Payment to an Invoice?

  • Updated

Direct Payments allow you can to add a payment directly to an invoice.
  1. Navigate to the Accounting section and locate the Invoice that you would like to add a direct payment to under the Invoices & Payments tab.

  2. 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)

  3. 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.



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