Receive payment on behalf of the client

Viktoria

Dear community,

 

How can I record a payment done by the third party on behalf of a client? I can’t do this through sales command centre as we receive money not from a customer that was invoiced. I recorded this payment through receive money. How to record this payment against the invoice and close one?

 

Thanks in advance.  

IanChait

Hi @Viktoria 

 

Simply record the payment against the open invoice using Receive Payment, not Receive Money, just like you would if the customer paid it themselves.