So you’ve created a beautiful invoice in Aisle Planner, emailed it to your client, and just received a check in the mail. What next? Below, we walk you through recording, deleting, and refunding an offline payment via cash or check on an invoice to keep your invoices current and up-to-date.
Manually Recording a Payment
1. After you've published your invoice, click into the gold action box in the upper right hand corner of your screen and choose RECORD PAYMENT.
2. Next, enter the amount you wish to record, any applicable notes, if needed, and an email address of the person(s) to which you wish to send the payment notification, if any. Then, click RECORD PAYMENT.
3. Both the invoice and the Invoice History column will reflect the payment made.
PRO TIP: If your client paid their online invoice by credit card or ACH transfer, their payment will automatically be recorded in the Invoice History column to the right of the invoice. Here's more information on online payments through Aisle Planner!
Manually Refunding a Payment
1. Click into the gold action box in the upper right hand corner of your screen and choose MANUAL REFUND.
2. Enter the amount you wish to record, any applicable notes, if needed, and an email address of the person(s) to which you wish to send the payment notification, if any. Then, click RECORD REFUND.
3. Both the invoice and the Invoice History column will reflect the refund made.
Manually Deleting a Payment and/or Refund
Hover over the payment or refund that you've manually added to an invoice, then click on the gold trash can icon that appears to the left of that payment or refund.
This will delete the payment or refund you manually added, and also automatically update the balance due on this invoice to reflect the deletion of this payment.
