30. Payments

Changing the invoice payment information

If you wish to change the payment information on your invoice you go to "Settings", "Company settings", "Invoices" and "Invoice payment information".

If you wish to change the payment information on your invoice you go to "Settings", "Company settings", "Invoices" and "Invoice payment information".

Changing the invoice payment information
Recording a payment

You can only record a payment against an invoice, not against a quote or a customer. If you work in the web service click on the "+" at the bottom of the screen. When in the app you open the invoice and select "Payments".

You can only record a payment against an invoice, not against a quote or a customer. If you work in the web service click on the "+" at the bottom of the screen. When in the app you open the invoice and select "Payments".

Recording a payment
Sending a receipt

When you have registered a payment for an invoice you can send a receipt by selecting "Print" or "Email" and then "Receipt".

When you have registered a payment for an invoice you can send a receipt by selecting "Print" or "Email" and then "Receipt".

Sending a receipt
Sending a reminder or a customer statement

You can send a reminder by selecting "Print" or "Email" and then "Invoice reminder". To send a customer statement you open the customer record and select "Statement".

You can send a reminder by selecting "Print" or "Email" and then "Invoice reminder". To send a customer statement you open the customer record and select "Statement".

Sending a reminder or a customer statement