To apply a payment, go to the Invoices section and click on "Apply Payments":

 

1. Click on Apply Payments.

2. Select the client in the drop down menu for which the payment will be applied.

3. Select the way the payment should be applied.  There are three options:

  • Apply Payment To Account

Record down payments or other payments made outside of a standard invoice payment. After an invoice is created, you may then apply this payment to the invoice. 

  • Apply Payment To Invoice

Use this option if your client is paying for a specific invoice. You will select the invoice next. 

  • Apply Account Balance To Invoice

Use this option to move funds from the client's account balance to one of their invoices. 

 

4. Once your payment option has been selected, click Next.

5. Complete the fields in the following screen and click Apply Payment.  

6. Your payment has been applied.  You can verify the payment by going to Reports > Filter or Search Payments.