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? In this quick video tutorial, our Founder, Christina Farrow, walks you through recording an offline payment on an invoice to keep your invoices current and up to date!
Need to delete a manually recorded payment?
Hover over the payment that you've manually added to an invoice, then click on the gold trash can icon that appears to the left of that payment.
This will delete the payment that you manually added, and also automatically update the balance due on this invoice to reflect the deletion of this payment.
We'll walk you through deleting a manually added payment in this short video:
Need to record an offline refund?
Follow the same steps to record an offline payment as noted above, but instead of adding a positive number, include a negative number.