Take a payment on an invoice

In Heyquip: Billing > Invoices

You will have the payment recorded on the invoice, with the balance reduced and the aging updated.

Steps

1. Go to Billing > Invoices and open the invoice or simply type the number of the invoice in the big search bar at the top of your software. 
2. Scroll to the Summary and click Add Payment.
3. Check the Branch where the payment is logged, the first field in the window. The window also shows the invoice Balance.
4. Stay on Manual Payment for cash or a counter card, or switch to Use Saved Card.
5. Pick the Payment Method and, on Manual Payment, a Register ( if you have one configured).

6. Check the Amount. It defaults to the invoice balance. Lower it for a partial payment. Add a Reference # if you have one.

   

7. Click Save.

When you finish, the invoice balance is updated, the payment shows in the invoice's payment history, and a fully paid invoice shows Closed.

Good to know

• The payment also appears in Billing > Payments, the shop-wide list of recorded payments.

Related tasks

• Create an invoice
• Take a deposit
• Charge a saved card
• Refund a customer