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".

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".

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".

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".