Adding a Receipt to an Unclosed Invoice


A payment made on an UNCLOSED/OPEN invoice can be made.


  1. Select 'Pay' or 'Pay + Print'

  2. If you do not wish to receive a payment just yet, you can select 'Pay Later'
  3. Enter the amount received
  4. Choose the method and this will process the payment


IMPORTANT: However, the payment will not actually show in the customer's account unitil the invoice is closed



Removing a Receipt on an Unclosed Invoice


The invoice and any payments made on the the invoice will only show in the customer's account once the invoice is actually closed. The receipt will always show in the Cash Book or Receipt Holding File even if the invoice is unclosed.


To remove a receipt on an OPEN invoice:

  1. Locate the invoice
  2. Select 'Edit Paid'


  3. Select the amount to remove


  4. A dialog will appear. Select the 'Yes' option to delete the customer's payment.