A payment can be taken through the Web Portal and on the App. When payment is applied to an invoice a notification will automatically be sent to the customer and BCC to own user email address, you can select on each payment made for the email not to be sent. 


You can take a payment from an Invoice in the Web Portal > Select the Invoice you would like to take the payment on > Add the Amount Paid Select the Payment Method. The other details will pre-populate for you but can be changed if required > Select Add Payment.




Payment can also be taken in the App > Accounts > InvoiceSwipe left on the Invoice you would like to take the payment on > Select the Payment Method. The other details will pre-populate for you but can be changed if required > Select Add Payment.



 



Payment can be added wherever you are editing your invoice, for example through the CRM Contact card or job.