Invoice Payment History


Tags: Invoice

Display completed payments or processed refunds on an invoice so your clients can see their payment history.


Payment Display

  1. Navigate to an invoice in the Money tab or Money navigation page
    Contact
    Navigation

  2. Click any existing Invoice card

  3. Scroll down to "Payments for this invoice #"


  4. Click "Add Payment"


  5. By default the full invoice amount will be display. You can adjust the Payment amount if needed.


  6. Select the "Payment type"

  7. Click "Add"

  8. Once the payment has been added scroll back to "Payments for this invoice #" to view the payment


    Click to view larger


Refund Display

  1. Navigate to an invoice in the Money tab of the Contact card

  2. Click on the payment that needs to be refunded

  3. Click "Refund" and once complete go to the Invoice for that Payment


  4. Scroll to "Payments for this invoice #" and you will see the refund displayed


    Click to view larger