- Open the Payment slider from the:
- Click Financials.
- Click the payment you want to edit.
- Click Financials.
- Click Payments.
- Click the payment you want to edit.
- Click Financials.
- In the slider, click the edit pencil icon.
- Edit the payment information:
- Payment date
- Payment amount
- Payment type (if your account has payment types added)
- Reference number (optional)
- Any notes about the payment (optional)
- In the Events section, you will be able to associate the payment with an event.
- Click the edit pencil icon to open the Events slider.
- Type in the event name to search for your event and select it. Note that only events associated with the payment's account will appear.
- Click Save.
- Click the edit pencil icon to open the Events slider.
- If the account has any invoices with a balance due, those invoices will be listed. You have a couple options for allocating the payment:
- Type in the amount you would like to allocate towards each invoice.
- Click the arrow to allocate the payment to the invoice.
If the payment is more than the invoice balance, a menu will appear.
- Invoice Balance will allocate an amount from the payment that matches the remaining invoice balance.
- Remaining Payment will apply the unallocated amount of the payment to this invoice.
If the amount applied to the invoice is greater than the invoice balance, a warning warning icon will appear. You will still be able to save and can then follow the workflow in the Issue a Refund or Credit article to issue a refund.
- Type in the amount you would like to allocate towards each invoice.
- When your edits are complete, click Save.