Hello there, rmm2435.
If the option to record a payment on an invoice is no longer visible, it could be due to a couple of reasons- most commonly, the invoice might already be marked as Paid or Closed, or it could be due to a browser-related issue.
To better assist, could you let me know how you're trying to record the payment? Are you using the website or the mobile app to log into your account? This information will help us narrow down the problem and figure out which feature might not be working correctly.
If the invoice isn't marked as paid or closed, you can record a payment directly from the Dashboard by following these steps:
- Go to your Dashboard and select the Customer tab.
- Under Customer Hub, choose the Customer you're working with.
- Select the specific customer by placing a check mark next to their name, and then click Receive Payment.
- On the Receive Payment page, verify the Payment Date, select the Payment method, enter the reference number, and specify the bank for deposit.
- Choose the invoice to apply the payment, then click Save and Close.
Alternatively, you can use the +Create menu and click Receive Payment to record the payment.
For further guidance, refer to this helpful article: Record invoice payments.
If you've followed these steps and still don't see the option to record payments, it might be caused by a browser issue. I recommend clearing your browser's cache. Accumulated data in your browser may prevent these options from displaying correctly. You can also use other supported browsers as an alternative.
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If you require further assistance, please feel free to reply here.
