Adding & Editing Payments for Invoices
Adding a Payment
If a client pays through any one of the payment gateways linked to your CurdBee account, that payment will be automatically reflected in your records under that invoice. However, if the payment is made through other means, you have to manually enter it. To do so, head over to the 'Invoice' page and click on the relevant invoice.
You then see the invoice with several options in the sidebar. Click on the 'Enter Payment' link.
You will then be prompted as follows:
Enter the payment date (you can click the calendar icon to select it easily), the amount and optionally the payment method, and click 'Add Payment' to enter this payment under the current invoice.
Editing a Payment Entry
You can view and edit the payment entries for an invoice by clicking on the 'Payments' tab in the 'Invoice Activity' section for that invoice:
Click the 'Edit' link for the payment that needs to be edited, and you will be prompted as follows:
Enter the new values for date, amount and method as necessary, and click 'Save Changes'.