JamesDuanT
Moderator

Payments

Hello marvelglassllc,

 

You can enter the insurance company as the Payment method. Let me show you how:

  1. Open the affected invoice and click the Receive payment button.
  2. In the Receive Payment window, go to the Payment method field and click Add new.
  3. Enter the insurance company's name and click Save.
  4. Enter the amount that the insurance company paid on behalf of your customer.
  5. Click Save and close.

You can also ask your accountant if they have a different way of entering this transaction.

 

Let me know if you need anything else.