💡How to Record Payment for a Quote or an Invoice.

This tutorial explains how to record a payment for a quote or an invoice and notify the customer if needed.

Steps:

1. Click on "Sales & Orders" from the side menu and click on "Sales". This will take you to the Sales page.

2. Find and click on the quote or invoice for which you want to record payment. This will take you to the details page.

3. Scroll to the "Update Balance" section and fill out the form by entering the amount paid.

4. Click on Submit to record the payment for the quote or invoice.

Hint

If the quote or invoice includes the customer's phone number or email, you can check a box to send them an alert about the payment. This alert will include a link that the customer can use to view the payment details for the sale.