How to find an invoice and enter a payment for it
Find an invoice
You sent your customer an invoice, and now they are here with the ? - time to sort out payment. In the 'Workshop' dropdown menu, select 'Invoice History'.
Now you have a list of all the invoices in your system - you can either filter it by Outstanding Only, use the sort function to narrow down the list, or go straight to the search bar to find the right customer using their name/rego.
Once you've found the invoice you wish to enter a payment for, just click it and the invoice detail screen will open. Click in the space beside the 'Due' amount at the top to enter a payment:
Enter the payment
Now you're at the payment input screen (you may also have arrived here directly, after you invoiced the customer), just pick the payment type, enter the amount, and click Apply.
If your customer is using multiple payment types, just enter the first one, click Apply and then add another payment type with the "+ icon". Don't panic if you made a mistake, you can adjust or delete a payment by clicking the "pencil icon". Once the payments add up to the full amount due on the invoice, you can click OK to confirm the payment.
Partial Payments
If the customer is not paying the full Balance amount of the invoice right now, select the Partial Payment option at the bottom screen shown above. This will make the OK option available before the entire invoice balance is accounted for in the Amount Paid field.
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