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Assuming you are on the financials dashboard, find the invoice you need to process. For example, if a customer named Phoebe has given you a check for a service, you can navigate to her invoice to record the payment.
If Phoebe has paid the full amount, simply select the invoice and click record payment. This allows you to input the payment details, such as the date and any notes important for your records, like "check number 57."
Partial Payments
In some cases, a customer may only make a partial payment. To record this, you would choose the option for a partial payment and click apply payment, which takes you to the received payment form. Here, you will ensure Phoebe's account is selected, and the payment date defaults to today.