Help Center

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Payments

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 theĀ OK button whenever you are done entering the Payment’s details.