How do I add a payment to an invoice?
As the account owner or team leader you can record a payment manually.
To do this go to, Sales ➝ Invoices ➝ mark needed invoices ➝ click “Add a Payment”
…Or go to Sales ➝ Payments ➝ Add Payment ➝ choose the invoices that need to be marked as paid and click “Record Payments”.
on the Payment page you can choose the payment method, the date of payment and add notes.
How do I edit a payment?
To view or edit payment data, go to Sales ➝ Payments
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On the row end menu, click ‘Edit’ to open the payment page or ‘Send client a notification’ to send a payment notification by email.
Save default for payment method
MoneyPenny takes another step to speed up your payment process: we now save your last-used “Payment method” as default. So if you chose “Bank Transfer” when entering the most recent payment, this payment option will be features by default in your next payment.