How to Record a Payment for an Invoice
Learn how to record a customer payment against an invoice in Caliche.
1. Open a project
Open Invoice
2. Click "Accounting"
3. Select the invoice
4. Click "Payments"
Payment Setup
5. Click "Add Payment"
Payment Details
6. Enter a payment number
7. Click the Type field
8. Select Payment type
9. The payment amount will default to the remaining invoice balance
10. Click the Save button
Verify Payment
11.
