Payments can be added to an invoice in two locations.
On the Manage Quotes/Invoices page, click the Add Payment button in line with the invoice.
Alternatively, click the Add Payment button on the bottom right-hand side of the View Invoice page.
Using either method above will open the Add Payment pop-up screen.
The invoices can have three statuses depending on the payment process:
- Invoiced – no payment has been processed against the Invoice.
- Invoice – Partially Paid – only a portion of the amount owing has been paid.
- Invoice – Paid – the invoice has been paid in full.
When processing a payment you can select from three payment options.
We’ll cover each of these payment methods in separate articles, click the links below to navigate to each.
- Cash/Cheque/Other – recording other payment methods that don’t involve opuspay.
- Terminal Payment – processing a payment using an EFTPOS device integrated with opuspay.
- Online Payment – processing a payment through an online checkout hosted by opuspay via the gateway provider.