How do I verify a payment for an Open Invoice?

Edit and View Invoice access is required. An Invoice generated from a Purchase Order will automatically update as the PO updates. Only action required is to receive payments.

Step 1

Navigate to Dashboard, select Invoices on the Side Navigation Menu.

Click Edit.

Step 2

Sent payments from the Customer is shown in the main Invoice card.

Expand the Payments card and click Verify

Step 3

Enter payment received and click Save.

The payment will update with received amount.

PreviousHow do I delete an Open Invoice?NextHow do I mark an Open Invoice as Paid?

Last updated

Was this helpful?