Adding an Invoice Payment

You can add payments to Invoices and track these payments against the Invoice total 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 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 the "Open" link.
  3. Find the "Line Items & Payments" box and click on "Add New 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 bottom of the Invoice and subtracted from the Invoice total to show the remaining balance on the Invoice.

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