Recording Payments
You can record tips, partial, or full payments immediately.
Click + Payment (or go to Actions > Pay Invoice).
Amount: Enter the amount paid (this can be a partial deposit or the full balance).
Method: Select how the client paid (Credit Card, Check, Cash, etc.).
Status Update: Once the balance reaches $0, the invoice status automatically changes to Fully Paid.
Managing Payments
All the payments that have been made against an invoice, either manually or by the customer, they get listed here in the Payment Section.
Deleting Payments and Providing Refunds
Users can delete manual payment methods like Cash and Manual Check directly by clicking on the trash can icon.
Card and ACH Payments can not be deleted but can be refunded using the payment processor, and status for refund can be tracked in the Payment Section.
Need more help? We are here to assist you! Reach out to us at [email protected] or click the Blue WIZchat Messenger icon in the bottom corner of your screen to chat with our team live.