Follow these steps to add a payment directly from the invoice page, helping you maintain accurate records of received payments.
Here's a step-by-step guide on how to add a payment from the invoice page in InvoiceQuick:
Access the Invoice Page:
From the dashboard or sidebar, click on "Invoices" to access your list of invoices.
Select the Invoice:
Locate the invoice for which you want to add a payment. Click on the invoice to open it for viewing.
Add Payment Option:
On the invoice page, there are two common ways to access the "Add Payment" feature:
- Option 1 (Hover Over Invoice): Hover your mouse pointer over the invoice, and an "Add Payment" option should appear. Click on it.
- Option 2 (Inside Invoice Preview): Alternatively, click to preview the invoice. Then, select "Add Payment" from the menu.
Payment Form:
After clicking "Add Payment," a payment form will appear on your screen.
Editable Fields:
Complete the following fields in the payment form:
Payment Amount: Enter the amount you are receiving as payment.
Paid in Full: If the payment covers the entire invoice amount, check the "Paid in Full" box.
Payment Date: Select the date on which the payment was made.
Payment Method: Choose the payment method from a dropdown menu, which typically includes options like cash, check, credit card, and others.
Internal Payment Note: Optionally, enter any payment-related notes. These notes are typically for internal reference and are not visible to your customers.
Send Receipt (Optional):
If you wish to send a receipt to active customers selected in the invoice, check the appropriate checkbox.
Save Payment:
After filling out the necessary payment details, click on the "Save" button , found at the bottom of the payment form.