To apply payment to an Invoice immediately after created, follow the steps below:
Step 1
After creating the Invoice, tap on the “Total” tab and hit the “Save” button.
Step 2
An Invoice number is generated after saving the invoice. Tap on “Payment”.
- It is very important that the payment be equal to the open invoice total. (it may be less than the invoice total but not higher than the invoice balance.)
Step 3
Select the “Type” of payment from the drop down. And click the save button to apply the payment.
Step 4
Tap on the synchronize option from the main menu. Tap on the pending tab and you will see the invoice or payment that is pending to be synchronized.
Step 5
Tap on the items you would like to synchronize then hit the synch button located at the top right of the screen.
Step 6
Hit “Ok” when synchronization is done.
To apply payment to an existing open Invoice, follow the steps below:
Step 1
From the customer’s list, select the customer that you want to apply a payment to their open invoice.
Step 2
Tap on “Open invoice” from the bottom of the screen.
Step 3
Select the invoice to apply payment and tap on “Payment” from the bottom right corner.
Step 4
Select the “Type” of payment from the drop down. And click the “Save” button to apply the payment.
Step 5
A pop up confirmation will appear indicating that the payment has been applied to the invoice selected.
Step 6
Tap on the synchronize option from the main menu. Tap on the pending tab and you will see the invoice or payment that is pending to be synchronized.
Step 7
Tap on the payment you would like to synchronize and hit the synchronize button from the top right.
Step 8
Tap “Ok” when synchronization is completed. This will indicate that the payment has been sent for the selected invoice.
