Payments on invoices

Open the invoice

On the Invoices page, open an invoice (press its row twice). It opens in its own window — like an order, several can be open and each minimises into the dock. The title bar has SAVE, the order link (or No order), Send / Resend, Pay, Print (the print dialog), Download (asks where to save the PDF) and Delete. See Print or download an invoice.

Edits wait for SAVE; Send, Pay and Delete act straight away. Save your changes before sending (Save the changes first).

Pay an invoice on an order

Press Pay. The Payments window opens just for this invoice — Payments (Invoice #…) — with Create Charge, Refund, Delete and Pending, all for this invoice. Take the payment as usual. See The Payments window.

Pay an invoice with no order

A custom invoice raised straight on a business account has no order. Pay opens a small pop-up of its own:

1. The amount starts at the invoice's balance — change it for a part payment.
2. Enter the card.
3. Pay. If the card processor is slow to confirm: The payment is being confirmed.

Who can

Taking a payment on an invoice needs the permission to take a payment on an invoice (You do not have permission to take a payment on an invoice.).