Recording a Cash or Check Payment

First Step:
Ensure an invoice has been created before recording a payment.

Open the Invoice
Navigate to the invoice that will receive the payment.
Think of the invoice as a “basket” — before you can process a payment, you need to place a receipt in it, like putting an egg in a basket.
Go to the Payment Tab
In the invoice window, select the Payment tab, then click Create New Payment.
Select Payment Method
Choose Cash or Check from the available payment methods.
If Cash or Check aren’t listed, go to Business Unit > Payment Methods to add them.
Enter the Payment Amount
Input the amount received.
(Optional) Adjust Payment Date
Update the payment date if it differs from the current date, to ensure accurate records.
(Optional) Add a Payment Note
Include relevant details such as the check number or deposit date for internal reference.
Save the Payment
Click Add New Payment to save the receipt in the invoice.
At this stage, the payment is only a record. You can delete it if needed, as long as the payment has not been processed.

Step-by-step guide to recording cash or check payments in the invoice system, including selecting payment methods, entering details, and creating a payment record.