Forum Discussion

Kesh1's avatar
3 months ago

Payments Received recorded now want to assign to invoice

We received an unknow payment so recorded it as "Receive Money". We now know which invoices to allocate this payment to but am unsure how to do this? 

 

When going into Receive money and we type the name of the "Payor" we receive the warning "If the deposit you are entering is a payment for a sale that you have recorded, you should be using "Receive Payments" instead of "Receive Money".  

 

However am unsure how to link payment to invoice in "Receive Payments"

 

Please help!!

  • Hi Kesh1

     

    Recording payments and receiving money can indeed be tricky. If you've received a payment and now know which invoices it's for, you should use 'Receive Payments' instead of 'Receive Money'. To link the payment to an invoice, you should use 'Receive Payments'. See this helpful article about receiving payments and how to do it. Reach out if you need more assistance!

     

     

    Kind regards,

    Shella