To apply payment to an Invoice immediately after created, follow the steps below:


Step 1

After creating the Invoice, tap on the “Total” tab and hit the “Save” button.

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Step 2

An Invoice number is generated after saving the invoice. Tap on “Payment”.

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  • It is very important that the payment be equal to the open invoice total. (it may be less than the invoice total but not higher than the invoice balance.)

 

 


Step 3

Select the “Type” of payment from the drop down. And click the save button to apply the payment.

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Click image to make bigger

 


Step 4

Tap on the synchronize option from the main menu. Tap on the pending tab and you will see the invoice or payment that is pending to be synchronized.

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Click image to make bigger

 


Step 5

Tap on the items you would like to synchronize then hit the synch button located at the top right of the screen.

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Step 6

Hit “Ok” when synchronization is done.

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To apply payment to an existing open Invoice, follow the steps below:


Step 1

From the customer’s list, select the customer that you want to apply a payment to their open invoice.

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Step 2

Tap on “Open invoice” from the bottom of the screen.

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Click image to make bigger

 


Step 3

Select the invoice to apply payment and tap on “Payment” from the bottom right corner.

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Click image to make bigger

 


Step 4

Select the “Type” of payment from the drop down. And click the “Save” button to apply the payment.

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Click image to make bigger

 


Step 5

A pop up confirmation will appear indicating that the payment has been applied to the invoice selected.

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Click image to make bigger

 


Step 6

Tap on the synchronize option from the main menu. Tap on the pending tab and you will see the invoice or payment that is pending to be synchronized.

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Click image to make bigger

 


Step 7

Tap on the payment you would like to synchronize and hit the synchronize button from the top right.

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Click image to make bigger

 

 


Step 8

Tap “Ok” when synchronization is completed. This will indicate that the payment has been sent for the selected invoice.

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