Edition: Professional, Business, Enterprise
User-level: Project Manager, Director, Assistant Administrator, System Administrator
Previous steps: Adding a Discount to an Invoice
Connect allows you to easily sync your invoices with your accounting software (MYOB, Xero, QBO, etc). This makes applying payments easy; everything is synced across from your accounting program to the Synergy invoice. If you would prefer to handle things manually, you can also apply payments directly to the invoice in Synergy. Additionally, you can learn how to remove payments should you need to make any amendments or issue a refund.
Here are the steps you need to follow to manually create a payment in Synergy:
Open a finalised invoice in Synergy.
At the bottom of the invoice page, use the Add Payment options to enter the payment amount, payment date, payment type/method, and any notes.
Note: by default, the payment amount will be the full owing amount. If you need to enter a part payment, make sure to change the amount before you save.
Select Save to apply the payment.
If you need to remove a payment, you can do that in a few quick steps.
From the invoice screen click the payment date found in the totals
This opens a new window showing the payment details
Click Delete to remove the payment.
If you're using Connect to sync invoices between Synergy and your accounting system, don't add payments manually. Instead, run the Connect sync to import invoice payments into Synergy.
You can also export payments from Synergy using Connect.
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