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  1. Select a method of payment (e.g., Cash, Check, Card, ACH Transfer, Wire Transfer, etc.)

  2. Provide a reference such as a check number, or transaction number if an electronic option was selected.

  3. The amount will automatically populate from the invoice record. Change the amount if a partial payment was made.

  4. The current date will auto-populate. However, you can enter whatever date the transaction transpired.

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  1. Add a note to the person(s) listed to receive notifications (*see note below).

  2. 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

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