How to Record a Customer Payment to an Invoice

Overview

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This article explains how to record a customer's payment to an invoice in your workspace. 
Please note: These steps result in only a record of the payment. This does not collect the actual funds within Stripe or other payment processors.

1. In the left menu, select Invoices
   
   
    
2. Then choose Receivables
   
   
    
3. Next, click Add New Receivable
   
    
4. Fill in the following fields
   • Enter the Transaction #
   • Select the Customer in the Customer Name dropdown
   • Under Transaction Type, choose Cash
   • Select the date (if needed)
   • Enter the payment amount
      
5. Next, click Add New Invoice
   
    
6. Now, complete the following payment detail fields
   
   • Select the open invoice number in the Invoice # dropdown
   • Enter a description for this payment if needed
   • Enter the payment amount to apply to this invoice
     • When you enter the amount to be applied the "Amount Left" section will update to reflect the remaining balance (if any)
       
7. When the above fields are completed, click Save
   

Thats it! You've recorded your customer's payment to an invoice in your workspace.