Display completed payments or processed refunds on an invoice so your clients can see their payment history.
- Navigate to an invoice in the Money tab or Money navigation pageContactNavigation
Click any existing Invoice card
- Scroll down to "Payments for this invoice #"
- Click "Add Payment"
- By default the full invoice amount will be display. You can adjust the Payment amount if needed.
- Select the "Payment type"
- Click "Add"
Once the payment has been added scroll back to "Payments for this invoice #" to view the payment
- Navigate to an invoice in the Money tab of the Contact card
Click on the payment that needs to be refunded
- Click "Refund" and once complete go to the Invoice for that Payment
- Scroll to "Payments for this invoice #" and you will see the refund displayed