Adding an Invoice Payment

Video Tip - Go to the 5:25 mark of the video to view information on how to add manual payments to an Invoice.

You can manually add payments to Invoices (like when clients pay by cash or check, or when you run a credit card payment outside of your Planning Pod account) and track these payments against the Invoice total to show any remaining balances inside the Invoice.

To Add an Invoice Payment:

  1. Use one of these three ways to access the Invoices tool:
    • Click on the "Invoices" tool button on the Event Dashboard.
    • Use the Quick Launch or Switch Event tool to select the appropriate Event and the "Invoices" tool.
    • Click on "Invoices" in the main navigation bar.
  2. Find the Invoice to which you want to add a payment and click on it.
  3. Find the "Payments" area and click on "Add Payment".
  4. Enter the payment date; payment amount; and reference number.
  5. Click "Save" when you are finished.

The payment will be added to the Invoice and subtracted from the Invoice total to show the remaining balance due at the top of the Invoice Dashboard.

You can also collect credit card payments using one of our preferred credit card processors, and those payments will automatically be recorded within the Invoice. See Collecting Online Credit Card Payments for Invoices.

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