Paying an invoice

Payments can be made from either the company, person or from the project. Payments can be made from either:

1. The finance tab
2. The invoice generation window

1. Select the invoice to be paid.
2. Click the plus button at the bottom of the screen
3. From the payment window, enter the date, the amount and the payment type.

Paying from the invoice window

Apply a payment while making an invoice is useful if the customer is in credit or has a retainer. This allows the credit or retainer to be applied to the invoice prior to the invoice being generated and a current balance can be shown on the invoice.