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Viktoria's avatar
Viktoria
Member
5 years ago
Solved

Receive payment on behalf of the client

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.  

  • 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. 

     

1 Reply

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  • IanChait's avatar
    IanChait
    Ultimate Cover User
    5 years ago

    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. 

     

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