Recording a Payment from Sales
2. Click on Sales
3. Click 'New' in the upper left-hand corner.
4. Click on Record Payment
5. Search for a client, add a new client, or choose from the list of recently active or all clients.
6. Choose from your list of services or products, or type to input a custom service or product.
7. Ensure amount is correct, or input custom amount.
8. Ensure payment date is correct.
9. Click on Payment Method, and choose the payment method from the dropdown list.
10. If desired, add a reference.
11. Choose whether or not you'd like to send the client a receipt by checking or unchecking the box.
12. Click on Issue an invoice for this payment if desired