Add an Unknown Payment to an Invoice

Add an unknown payment to an invoice

Sometimes a payment may be received, but if it is not attached to an invoice, the invoice will appear unpaid. It’s important that all payments are attached to the correct invoice, so that fieldworkers are paid and the customer is not asked to pay again. Any payments that are not attached to an invoice appear in ‘Unknown Payments’. To add an unknown payment to an invoice:
  1. Go to Invoices
  2. Select Unknown Payments
  3. Click Add to Invoice on the payment you want to attach to an invoice
  4. Use the dropdown arrow to select the invoice to which you want to add the payment
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