With respect to invoices, you may wish to record a payment manually, such as if the client pays with cash or check.
In order to record a payment, click on “Record Payment”, located above the invoice form adjacent to “Balance” when viewing the invoice.
After clicking “Record Payment”, a window appears for you to enter details.
Amount: Total of the payment to apply towards invoice
Payment date: Date the payment was received
Reference: Notes for your own use
Account: Accounts that have been set up in bookkeeping are listed here. Select the appropriate account the monies will be deposited in.
Method: How the client is paying.
- Check: Personal/Business Check, Money Order
- Credit Card: Credit or Debit
- Bank Transfer: Money wire into your account.