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.
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