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Payments
Hello marvelglassllc,
You can enter the insurance company as the Payment method. Let me show you how:
- Open the affected invoice and click the Receive payment button.
- In the Receive Payment window, go to the Payment method field and click Add new.
- Enter the insurance company's name and click Save.
- Enter the amount that the insurance company paid on behalf of your customer.
- 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.