Accept a payment from an invoice

Start a customer payment from an invoice to apply the payment directly to that invoice. Open Menu > Receivables > Invoicing, and then select the Invoices tab.

Before you begin

You need an open or partially paid invoice and an available payment method. To record a payment processed outside an online provider, first set up an offline payment method.

To accept a payment

1. Open Menu > Receivables > Invoicing, and then select the Invoices tab.
2. Open an open or partially paid invoice.
3. Select Accept payment.
4. Review the customer, payment total, payment method, and applied invoice amount.
5. Select Submit.

The action is unavailable for draft, pending approval, rejected, voided, or fully paid invoices.