After creating an invoice for a client, you can choose to take payment right away, or you can come back and process the payment at a later date.
If you're planning on paying your invoices via Stripe or Tyro take a look at the specific how to guides for extra tips.
Adding a payment after creating an invoice
When you create your invoice you have the option to pay the invoice straight away, by selecting the Pay invoice option.
That will take you to a new payment page for that specific invoice.
The date, time and location should already be populated for you, however you can update these if required.
On the right of the screen you will see the any account credit the client has, the payment total which is the total amount paid during this transaction and the payment remaining which is the total amount the client owes for all outstanding invoices.
On the left are the payment method fields are where you can enter the type of payment (i.e. cash, credit card, EFTPOS, etc.).
Enter the payment amount the client is paying into the appropriate payment method field.
TIP You can make payments from multiple payment methods in a single transaction. For example, if a client is paying some of their payment with Private Health Insurance and is paying the remainder with EFTPOS, you can split the payment into the two fields.
After entering the amounts into the appropriate payment method fields, you will see the total amount paid in the payment total field, as well as any remaining payments.
TIP If the payment total is greater than the payment remaining amount, a new line will appear called Add account credit. This indicates the amount that will be allocated to the client's account as credit.
TIP If the client has multiple invoices unpaid/open, the amount added to the payment method section will be automatically applied to the invoice you are paying first. Any additional payment will then be added to the oldest invoice first.
You can adjust the payment amount in the 'Apply to invoices' section if you want to change which invoices are paid.
Once you have entered all of the payment details select Pay invoice to pay the invoice or Pay & send to pay the invoice and send a copy of the receipt to the client.
Adding a payment to a previously created invoice
If you have previously created an invoice and it is either unpaid or partially paid, you can easily make a payment at a later date. You can find unpaid invoices in Finances and under Finances in the client's profile.
From the menu, select Finances. Make sure invoices is selected and use the search bard to search for the invoice you wish to pay. You can search by client's name or invoice number. Alternatively you can filter by invoice status.
Once you have found the correct invoice, click on the action menu and select Pay.
That will take you to a new payment page for that specific invoice.
The date, time and location should already be populated for you, however you can update these if required.
On the right of the screen you will see the any account credit the client has, the payment total which is the total amount paid during this transaction and the payment remaining which is the total amount the client owes for all outstanding invoices.
On the left are the payment method fields are where you can enter the type of payment (i.e. cash, credit card, EFTPOS, etc.).
Enter the payment amount the client is paying into the appropriate payment method field.
TIP You can make payments from multiple payment methods in a single transaction. For example, if a client is paying some of their payment with Private Health Insurance and is paying the remainder with EFTPOS, you can split the payment into the two fields.
After entering the amounts into the appropriate payment method fields, you will see the total amount paid in the payment total field, as well as any remaining payments.
TIP If the payment total is greater than the payment remaining amount, a new line will appear called Add account credit. This indicates the amount that will be allocated to the client's account as credit.
TIP If the client has multiple invoices unpaid/open, the amount added to the payment method section will be automatically applied to the invoice you are paying first. Any additional payment will then be added to the oldest invoice first.
You can adjust the payment amount in the 'Apply to invoices' section if you want to change which invoices are paid.
Once you have entered all of the payment details select Pay invoice to pay the invoice or Pay & send to pay the invoice and send a copy of the receipt to the client.
