Entering and editing payments on invoices
There are two ways you can enter a payment. See below for both options.
Ext-Tech
Google
1
Navigate to the client file you wish to enter payments for.
Option 1
2
Scroll to the invoices section. Click on the invoice you want to enter the payment for.
3
Click "Payment"
4
Click the arrow to see the drop down menu for payment method options.
5
Select the payment method.
6
Enter in the amount.
7
Write any comments that are required.
8
Verify the date for the payment. Note that it will automatically generate the current date. Click "Save"
9
Click the client name to go back to the main client file.
10
You can now see that the invoice has been paid. The "amount owed" is $0.
Option 2
11
Navigate to the client file you wish to enter payments for.
12
Click on the arrow next to the invoice you want to enter a payment for.
13
Click "Payment"
14
Click the arrow to see the drop down menu for payment method options.
15
Select the payment method.
16
Enter in the amount.
17
Write any comments that are required.
18
Verify the date for the payment. Note that it will automatically generate the current date. Click "Save"
19
You can now see that the invoice has been paid. The "amount owed" is $0.
Edit a payment
20
Click on the arrow next to the invoice.
21
Click on the pencil icon to edit the payment. Clock on the red trash to delete the payment. A confirmation dialog box will appear before any deletion occurs.
22
Notice that without making any changes the save button is not enabled. Once you make a change to one of the fields it will allow you to hit save.
23
Click "Save"
24
Changes appear as soon as they are saved.
Entering and editing payments on invoices
There are two ways you can enter a payment. See below for both options.
Ext-Tech
Google
1
Navigate to the client file you wish to enter payments for.
Option 1
2
Scroll to the invoices section. Click on the invoice you want to enter the payment for.
3
Click "Payment"
4
Click the arrow to see the drop down menu for payment method options.
5
Select the payment method.
6
Enter in the amount.
7
Write any comments that are required.
8
Verify the date for the payment. Note that it will automatically generate the current date. Click "Save"
9
Click the client name to go back to the main client file.
10
You can now see that the invoice has been paid. The "amount owed" is $0.
Option 2
11
Navigate to the client file you wish to enter payments for.
12
Click on the arrow next to the invoice you want to enter a payment for.
13
Click "Payment"
14
Click the arrow to see the drop down menu for payment method options.
15
Select the payment method.
16
Enter in the amount.
17
Write any comments that are required.
18
Verify the date for the payment. Note that it will automatically generate the current date. Click "Save"
19
You can now see that the invoice has been paid. The "amount owed" is $0.
Edit a payment
20
Click on the arrow next to the invoice.
21
Click on the pencil icon to edit the payment. Clock on the red trash to delete the payment. A confirmation dialog box will appear before any deletion occurs.
22
Notice that without making any changes the save button is not enabled. Once you make a change to one of the fields it will allow you to hit save.
23
Click "Save"
24
Changes appear as soon as they are saved.
