Record the payment

When the customer pays:

1. Open the invoice.
2. Open Actions and choose Record Payment.
3. Check the Payment amount. It starts at what is still due; change it if they paid part.
4. Pick the Payment date and the Method, such as Bank transfer.
5. Pick the bank account under Deposit to if you want to, and add a note such as a reference number.
6. Choose Record payment.

The invoice shows Paid, or Partially paid if money is still due. The payment is listed on the invoice's Payments tab, and the order and the quote it came from show that the sale is paid.

Next: Invite your team.