Apply Direct Payment allows you to apply a payment to a specific invoice, or multiple invoices for the same client, without going directly to that invoice.
- Navigate to the Accounting section and click on the Invoices & Payments tab.
Click + on the action bar, then select Apply Direct Payment from the menu.
- The Apply Payment to Invoices modal displays. Complete the required fields including Payment Amount and any optional fields.
- Click an option at the bottom to apply the payment.