This article applies to agency admins and accounting employee types


Accounting Receivables is where you can manage the money being paid to you by your Clients.  You are able to apply invoice payments one by one or in bulk.  You can also download your payment(s) history in an Excel document.  


Step 1: Click on Accounting > Receivables 



Filter 

Step 2: Apply desired filters

Step 3: Click Filter Results 

  • Client - See only the specific Client you select from the drop-down 

  • Invoice Number - See a specific invoice 

  • Is Paid - Select from Yes, Any or No 

  • Created At - Select the dates for the invoices you would like to view 

  • Invoice Bulk Payment History - Download a report with all your bulk payment history



Apply Bulk Payment

Note: You can take payments on invoices one by one by clicking in the invoice box, and then click Apply Payment. 

Step 4: Highlight invoice rows to apply bulk payments 

Step 5: Fill out filters then click Apply Payment 

  • Payment Type - Select from credit card, check, cash or ACH Disposit  

  • Payment Reference Number - Free form number given when a payment is made 

  • Paid By - Client are you applying bulk payment to 

  • Amount - Dollar amount being paid to bulk invoice total 

  • Amount Left to Apply - How much the remaining balance is to bulk total 

  • Remarks - Add a comment to your bulk payment(s)



Click the Gear to the right of the invoice line to access Void Invoice or Invoice with Tax which will allow you to view the invoice with tax if applied.