Receive invoice payments

Users with the Can Send Invoice role permission can receive partial or full payments from the invoice or payments page. You can also edit or delete previous payments.
If you receive a full payment for On Hold requests, they are automatically approved.

To receive a payment from an invoice:

1. Select Invoices > Open Invoices.
2. Next to the invoice you want, click .

3. Select Action > Receive Payment. A pop-up appears.

   

4. Complete the following fields.

   Field	Description
   Type	Select Balance, Partial, or Application Fee.
   Method	Select Cash, Check, Credit Card, Waived, or Other.
   Amount	Enter the amount received.
   Budget Code	Select the desired budget code.
   Check #	Enter the check number, if applicable.
   Payment Date	Enter the desired payment date, or leave as today's date.
   Note	Enter any desired notes.
   Attach File	a. Click Attach File. b. Select the desired file. c. Click Open. Notes: Attached files are displayed under the invoice. Only the user who uploaded a file can delete it. Special characters are re-formated.

5. Click Receive Payment.

To receive a payment from the Receive Payment page:

1. Select Payments > Receive Payment. The Receive Payment page appears.

   

2. Select the desired group. A list of invoices appears.

3. Complete the following fields:

   Field	Description
   Method	Select Cash, Check, Credit Card, Waived, or Other.
   Amount	Enter the amount received. Note: If a partial payment is made, the invoice will show the amount paid and remaining balance.
   Budget Code	Select the desired budget code.
   Check #	Enter the check number, if applicable.
   Payment Date	Enter the desired payment date, or leave as today's date.
   Note	Enter any desired notes.

4. Next to the invoice(s) you want to pay, select the checkbox(es).
5. Under Payments, enter the amount paid.

6. To add an attachment, do the following:

   a. Click Attachment.
   b. Click Select File.
   c. Select the desired file.
   d. Click Open.

   e. Click Upload.

   Notes: You must have an invoice selected to upload a file. Attached files are displayed under the invoice. Only the user who uploaded a file can delete it. Special characters are re-formated.

7. Click Receive Payment.

A payment received email is sent.

To edit a previous payment:

1. Select Invoices > Paid Invoices.
2. Next to the invoice you want, click . The invoice pop-up appears.
3. Under Payments, next to the payment you want, click .
4. Make any desired changes.
5. Click Receive Payment.

To delete a previous payment:

1. Select Invoices > Paid Invoices.
2. Next to the invoice you want, click . The invoice pop-up appears.
3. Under Payments, next to the payment you want, click . A confirmation appears.
4. Click OK. The payment is removed from the invoice.