The Payments page lists all the Payments made by your customers in Expert Invoice. Go to Expert Invoice > Payments
To Add/Edit a Payments manually by entering:
- Invoice #: Select the invoice you want to add payments.
- Payment Date: Select the payment date.
- Amount: Enter the amount the customer is paying
- Payment Method: Select the payment method the customer is using
- Reference Number: Enter a unique reference number for this payment.
- Secondary Telephone: The customers secondary contact number
- Shipping Address: The customers shipping address
- Is Tax Exempt: Select if taxes should not be applied to this customer’s order
- Is Active: Select if this customer is an active customer
- Notes: Any notes about the customer.
Click the OK button whenever you are done entering the Payment’s details.