How to add a new payment?

To Add payments, you can do it in multiple ways. Here are the steps for each method:

Method 1:

1. Go to Transactions from the left menu and to the Payments tab.
   
   

Click on add new button.

This will open the payment section on the right side of the screen.

Next step is to select a customer for whom you want to add a payment.

A list of invoices associated with that customer will be displayed. Choose the invoice for which you want to process a payment.

Only invoices with open balances will appear in this list.

Method 2:

1. Go to Invoices and select the invoice to which you want to add a payment.
2. Click on the Add Payment button.
   
3. Fill in the required payment details, such as Payment amount( can also click on Paid in full to automatically write the amount due), payment date, payment method, and internal notes.

Method 3:

1. Navigate to the Invoice preview page for the specific invoice you want to add a payment to.
2. On the page, locate and click on the Add Payment button.
3. Fill in the required payment details in the provided fields.

You have multiple ways to add payments: through Expenses, Transactions > Payments, or directly from the Invoice view page by clicking the Add Payment button. Choose the method that suits you best.