Edit and Pay Customer Invoices feature allows you to make changes to existing invoices and manage customer payments efficiently. Whether you need to update invoice details or record a payment manually, this section helps ensure your records stay accurate and up to date.
Edit an Invoice
To edit the customer invoice follow the steps below:
Go to Invoice, then select Customers.
Locate the invoice you want to update.
Under the Actions column, click Edit.The invoice will open on-screen, allowing you to update its details.
Make the necessary changes, then click Save to apply your updates.
Pay an Invoice
Customers can pay invoices through a payment link sent via email or through a manually recorded payment. Use the steps below to record payments manually:
Go to Invoice, then select Customers.
Find the invoice you wish to record a payment for.
Under the Actions column, click Pay.
Enter the Amount being paid.
Choose the Payment Type from the dropdown list.
Once done, click Submit to record the payment and add it to the invoice history.
To manually send an email to a customer, click Back to Invoices and select View for the desired invoice.
Click the Print or Email button to generate a copy and send it to the customer.
Note: Invoices emailed to customers automatically include a payment link, allowing them to pay online with a credit card.