Understanding and Recording Payments for Invoices
Accessing the Invoice Section
Click on the payments tab in the left-hand menu.
Default view opens in the invoicing section displaying all invoices and their statuses.
Recording a Payment
Select an unpaid invoice and click on the three dots on the right.
Choose "record payment" from the sub menu.
If using Stripe, charge the card on file automatically.
If not using Stripe, record the payment manually by selecting the payment method (e.g., Zelle, CashApp).
Enter additional information like card details, check number, bank transfer notes, or cash notes.
For other payment methods, select "other," enter details, and submit to mark the payment as paid.
Viewing Payment Transactions
Access the transactions tab to see all paid invoices.
View both manual and automatic payments (via Stripe) with payment statuses (successful or refunded).
Refund payments or view transaction details and receipts for a comprehensive overview.
Filtering and Tracking
Filter payment transactions by status, payment mode, or source type.
Access the orders tab to view orders placed through integrated platforms like Stripe.
Invoices without Stripe integration will be tracked in the transactions folder.
Tracking Invoices
To solely track invoices, access the invoice section to see an overlay of all payments collected.
Final Notes
For any further questions, comment below for prompt assistance.
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