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How Do I Post a Payment?
How Do I Post a Payment?

Log payments on an invoice - Register an offline payment - Pay my client invoices by check, credit card, or cash - Log a payment on an Event - Manual Payments on Invoices

Updated over a month ago

Add a payment from a Booking:

  1. Select the Booking you wish to make a Payment on

  2. Click the Payments Tab

  3. Select +New Payment

  4. Fill out the appropriate fields on the Payment screen (Amount received, date money was received, payment type, relevant notes)

  5. Select Save

Note: If you wish to attach the Payment to a specific Invoice and/or Event, ensure it is selected from the drop-down box. This can be edited at anytime if needed.

Add a Payment from an Invoice:

  1. Select the Invoice you wish to pay (or follow these steps to create an Invoice)

  2. Scroll down to the bottom of the screen to the Payments section (there will be a list of payments or it will say "No Payments Found")

  3. Click on the "New Payment" Button

  4. Fill out the appropriate fields on the Payment screen (Amount received, date money was received, payment type, relevant notes)

  5. Select Save

Note: If a payment was made prior to an Invoice being created, you can add the payment without selecting an invoice. Once an Invoice has been created, you can then modify the payment and select the Invoice to apply it to.

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