In 17hats, you can record a payment manually within an Invoice, or from the Bookkeeping section. 

If a cash, credit card or check deposit comes through your bank feed and you need to apply it towards an invoice: 

  • Select the transaction
  • Click on "Select a category"
  • Then "Apply to an invoice"

Note:  Only apply a transaction to an invoice if the payment has not yet been recorded.  If a payment has already been recorded, then the transaction should be categorized as "transfer between accounts.

When applying a bookkeeping income transaction to an invoice, two options will appear, "Assign to Invoice", or "Assign to Payment".

"Assign to Invoice" will show a drop-down of all your open invoices.

"Assign to Payment" will show a drop-down of all your open payments

Your transaction will then be merged with the payment and removed from the transactions overview in the Bookkeeping section.


Keywords: Apply Payment Towards Invoice, Assign Payment, Report Payment, Record Payment From Bookkeeping, Apply To an Invoice, Apply Deposit to Invoice, Deposit as Payment, , Applying a Transaction to an Invoice

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