How do I Record Payments for Invoices Sent?

September 10, 2013 07:24am by Apptivo FAQ

Posted In: Invoices | Invoice

Answered on January 3, 2017 11:28pm by RAMKUMAR S


When you receive an invoice payment electronically, it automatically records the payment for you. But, this gives you a backup to perform manually as well. Navigate to the Invoices App, and view the invoice that you have been paid for. In the upper right corner, there is a button for “Record Payment”.  

Steps to Record Payments for Invoices

  1. Login and access Invoice app from your universal navigation bar
  2. Click on “By Status”, and select “Sent" at the left navigation panel.invoice-status-sent
  3. Choose any of the invoice and click on "Record Payment" button next to Bulk action.record-payment
  4.   Provide the following:
    • Payment Type -  Enter the mode of payment 
    • Reference Number  - Enter the number for your reference
    • Amount - The amount that has to be invoiced
    • Payment Date - The last date to pay your invoice
    • Notes - You can send send notes along with the customer
    • Toggle button - Toggle "ON" Invoices which need to be marked as
  5. Click on "Save" Button to complete

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