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Notice that when you right-click the Invoice entry, you'll have a number of options. A few important ones are View/Print and Save to PDF which will allow you to print the invoice so you can send it. Another important option is Add Payment, which will allow you to add payment to the invoice when you have received payment.
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Applying Payments, Refunds, Discounts, Credits, etc.
When you right-click any invoice you’ll get a pop-up context menu with additional items that you may apply to your invoices.
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Applying a Payment to an Invoice
To add a payment to an invoice, select Add Payment followed by:
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Select a method of payment (e.g., Cash, Check, Card, ACH Transfer, Wire Transfer, etc.)
Provide a reference such as a check number, or transaction number if an electronic option was selected.
The amount will automatically populate from the invoice record. Change the amount if a partial payment was made.
The current date will auto-populate. However, you can enter whatever date the transaction transpired.
Add a note to the person(s) listed to receive notifications (*see note below).
Click Save.
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*The ‘Note to:’ text box will only display when the email trigger is setup for ‘Invoice Payment Added/Modified’ event in Settings->Notifications->Email Triggers
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How-to-Edit Payment Methods
Click the pencil icon on the right-hand side of the Method field on the Add/Edit Invoice Payment
Pop-up.Right click in the method-list panel.
Add, Rename, or Delete entries.
Click OK.
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