Display completed payments or processed refunds on an invoice so your clients can see their payment history.
Add a Payment
- Navigate to an invoice from the Sales > Invoice section
- Or from within the contact record activity history
Click any existing Invoice card
- Click Add Payment at the bottom of the invoice.
- 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
Process a Refund
Navigate to an invoice in the Contact's activity history.
Click on the payment that needs to be refunded
- Click "Refund" and once complete go to the Invoice for that Payment