How do I add a payment?

Adding a payment is not the same thing a posting a payment. Adding a payment is acknowledging that a pyment has been received. Posting a payment applies a payment to an invoice. Many users like to do both (refer to: How do I post a payment?). But if you want to just add the payment:

  1. Click on the Accounting tab
  2. Click Receive New Payment
  3. Enter the payment method, amount, date, and a note if desired
  4. Click the Save button
Updated: December 22nd, 2009