How to pay an invoice using an Advance Payment
1. Navigate to the client's Draft Invoice to be paid
2. You will see if the client has an advance payment balance available to use on the active invoice, a yellow notification bar will show at the top of the screen, under the menu bar.
3. To use this payment, click on the Pay Invoice button on the menu bar.
4. Choose NO when asked if you would like to create a payment using square, as the money has already been taken and added to the client's Advance Payment information.
5. Complete information required:
- Advance Payment - click on drop down arrow to check it is the correct amount/advance wanting to be used
- Square reference number (if known)
Click on Save and Close to complete the payment
6. Email receipt if required