User:Irenemicabalo/sandbox

Freshbooks: Collecting Money / Updating Payment

1.	On the homepage, click on “Outstanding”.

2.	Click on the invoice number of the particular client who made payment.

3.	Click on the “Enter Payment on Invoice” button.

4.	Enter the amount paid.


 * Note: If the payment is in full, check off the “Pay in Full” box, which automatically populates the amount.

5.	Select the mode of payment from the “Method” dropdown list.

6.	Under Notes, type a short description of what the payment is for.

7.	Check off the “Send payment notification email” box.

8.	Click on the “Save” button.

A confirmation page will be displayed. Important Reminders:
 * Always UPDATE payments so that clients won’t continue to get email notifications.
 * If there are UNPAID invoices, let the Sales people know so that they can follow-up with the clients.
 * If payment is DELAYED FOR 7 DAYS, we charge 7%. Make sure that the 7% amount is accounted for.