How can I apply a payment to an invoice?

1. Go into the chart's "Billing" section, and toggle to the "Invoice Tracker" tab. 

2. Click on the dropdown menu next to the invoice and select ''Apply new/existing payment.''

3. By selecting ''Apply new payment,'' you will be able to create a new payment transaction to apply to the invoice. 

4. By selecting ''Apply existing payment,'' you will be able to apply to an invoice a specific payment from the "All Transactions" section.

5. Once the payment has been applied to the invoice, you'll see a success notification on your screen. Additionally, the invoice's status will change as a result. 

If you have any questions, please contact us.