How do I adjust a payment?

  1. Click on the Accounting tab
  2. Choose the desired client
  3. You will now see a list of all the credits (payments) and debits (invoice balances) that have occurred.
  4. Click the desired payment. You should find it by the amount in the Credit column, or by the word "Payment" in the Number column. The payment window will pop-up.
  5. Click the Edit button
  6. If the payment was applied to multiple invoices, you should first delete the applied line items. The balance on these invoices are automatically adjusted.
  7. Adjust the payment amount
  8. From the Invoice Number column, select the desired invoice
  9. Enter the desired amount
  10. Click the add button
  11. Repeat steps 8-10 for the other invoices you want the payment to apply to
  12. Close the window when you are done

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