Payments, money in

The Payments screen, titled "Money in", lists the invoices that still have a balance. You will be able to see what each one owes and note a payment you received without leaving the list.

Before you start #

You need the owner, manager or advisor role. Open it from the Invoices screen with the Payments link.

Steps #

1. Open Payments. Each open invoice shows its number (a link to the invoice) and a line such as "Owed balance of total. Due date."
2. Choose "Record a payment" under the invoice to open the form.
3. Choose the Method: Card, Cash, Cheque, Bank transfer or Other.
4. Enter the Amount. The field shows the balance as a hint.
5. Add a Reference if you have one (up to 80 characters).
6. Choose "Record a payment". The invoice shows its new balance. An invoice paid in full leaves the list.
7. Choose "Show more" to load further invoices. The Invoices link in the header returns to the full list.

Good to know #

• The form notes money you already received. No card is charged.
• An amount above the balance shows "That is more than the balance." An amount of zero shows "Enter an amount above zero."
• When no invoice has a balance, the screen says "No invoice has a balance."

If something goes wrong #

• A message appears in the form after you choose "Record a payment": read it, correct the field and try again. No payment posts until the message clears.
• An invoice you expect is missing: it is paid, void or has no balance. Find it on the Invoices screen.