|Accelo Payments is currently in beta.|
If Accelo is not integrated with an online accounting system then you should record the payment of an invoice inside Accelo.
Using this guide, you can:
There are three main ways to receive payment for an invoice:
The quickest way to do this is to view your Invoices list by clicking on the Modules button and selecting Billing. In the results list, click the 3-dot icon, then Receive payment for the appropriate invoice.
If you are already viewing the invoice, click the Payment button and select Record Payment.
If you are viewing the company, click on the invoice name under the Invoices tab and then follow the above instructions.
The first part of the receive payment screen asks you to confirm the payment details.
This is the lower part of the Receive Payment screen:
This section allows you to allocate the payment across any unpaid invoices for that client. By default, the payment is allocated to the invoice you just came from, but you can re-allocate the funds as you wish.
If you try to over-allocate funds, the Discrepancy field will indicate this.
Click the Save Payment button on the bottom right to confirm this payment.