Record a Manual Payment for an Invoice

Record a Manual Payment for an Invoice

You can manually record a payment for an invoice at any time after the invoice has been activated.

Steps

1. Open the application with the invoice you want to add a payment for. If you don't know the application, you can find the invoice in the Billing section.

2. At the top of the application, select the Billing tab. If you don't see the row of tabs, make sure you're at the top of the application or select Application Review from the Application Tools menu.

   

3. Click the Edit icon for the invoice you want to add the payment to.

   

4. Click the Enter Payment button in the top right.

   

5. Complete the information in the Payment popup window.

   • Add or update the Billing Name and Billing Email. By default, it will display the applicant's name and email, but you can change that or add additional emails. Separate additional emails by a comma.

   • Enter the Amount Received

   • Enter the Payment Date by selecting it on the calendar.

   • Select the Payment Method (for example, check or credit card) from the dropdown list.

   • Optionally, you can add a Transaction ID to the payment, and a Service Fee amount.

   • You can also optionally add any applicable Notes to the payment.

6. Click Save Payment.

7. The payment will now be reflected on the invoice. The Balance Due is updated and the payment record displays at the bottom of the screen.