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Adding or linking payments to an invoice

You can easily add payments to or remove payments from your invoices in Get Paid and Online Bookkeeping.

To Add a Payment to an Invoice

If you receive a payment for an invoice through a method besides PayPal® or Stripe®, you can document that payment on the invoice itself.

  1. Log in to your Get Paid and Online Bookkeeping account.
  2. Click the Invoices tab.
  3. Click the Invoice# you want to add the payment to.
  4. Click Add Payment.
  5. Enter the appropriate information to document the payment, or search for a payment to link to the invoice, and then click Add Payment.

Linking a payment will associate that transaction with the given invoice. When linking future payments, this transaction will show as already linked to another invoice.

Manually entering the transaction makes it appear in your Other Transactions account, with the category Invoice Income.

To Edit or Delete Payments

Editing the amount on a payment transaction changes the amount of the payment on the invoice where it is linked. Deleting a linked payment from the Income page also removes that payment from the invoice where it is linked.

  1. Log in to your Get Paid and Online Bookkeeping account.
  2. Click the Invoices tab.
  3. Click the Invoice# you want to add the payment to, and then choose one of the following:
    • Edit Invoice: Click Edit, update the information you want changed, and then Send by Email, Save, Preview, or Download and Print the invoice.
    • Delete Invoice: Click Delete, and then click Delete again.

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