To create a payment, go to the Money tab and choose “Payments”. Then click the “New Payment” button:

Depending on whether you’re entering a cash or check payment, or a credit card payment, the screens will look slightly different. If you’ve selected a cash or check payment, this is what it will look like:

And if you’ve chosen a credit card payment, you’ll be asked to enter some additional info about the payment method:

Once you’ve entered all the information for the payment, you can send the invoice (that will now read “Paid”) to your client if you choose, or otherwise just save for your own records:

If you need more help or have questions, feel free to contact us at and we will be happy to help!

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