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DocHub simplifies the process of completing document workflows from day one!
welcome to INEX today Ill show you how to record a payment on an invoice and then send a payment receipt to your customer start by clicking the invoices icon now click the down arrow next to the invoice youd like to mark as paid then select record payment top in the payment details section we can select payment date well just use todays date we can set the amount but well record the entire invoice as paid so we dont need to change the amount then choose the receiving account for our purposes well just use cash and you can also add an optional note when youre done click Save and below you can see a list of the invoices payment history plus a stamp at the top of the invoice preview showing that its paid from the invoices menu click list of invoices and we can see that the invoice status now reads paid from the same invoices menu we can also select list of payments to show our newly recorded payment lastly you might consider sending your customer a payment receipt letting them kn