Overview

Payments made on invoices can be associated with a specific charge on the corresponding invoice. This can be done either while recording a payment or after the payment has already been recorded.

Once a payment has been associated with a charge, an entry will be made under the invoice charge, detailing the payment date and payment amount.

Note: If the dollar amount of an invoice payment is in excess of the charge, it cannot be broken down to be associated with other charges on the invoice.

Contents


Associating Payments When Recording a Payment

In order to associate a payment with an invoice charge while recording a payment, you will need to follow the steps below:

  1. Open the invoice for which will be recording the payment

  2. Click the Record Payment button

  3. Enter all relevant information for the payment being received

  4. Select the charge with which to associate the payment under the Associated Invoice Charge option

  5. Click the Save Payment → button


Associating Payments for Already-Recorded Payments

In order to associate a payment with an invoice charge that has already been recorded, you will need to follow the steps below:

  1. Open the invoice for which you would like to associate an already-made payment

  2. Click the Pencil icon next to the payment

  3. Select the charge with which to associate the payment under the Associated Invoice Charge option

  4. Click the Save Payment → button

Did this answer your question?