With Zibster Invoicing, you can accept offline payments such as in-person with cash, apps like Venmo, and more. This guide will walk you through the steps of adding an offline payment to an existing invoice you've sent to your customer.
STEP ONE
Log into your Zibster account and click on QUOTES & INVOICES in the left-side menu.
STEP TWO
Click on INVOICES at the top center of your control panel.
STEP THREE
Select the INVOICE NUMBER you'd like to add an offline payment for.
STEP FOUR
Click on the PAYMENTS button located at the top right of your invoice.
STEP FIVE
Click on NEW PAYMENT to add a new offline payment.
Please Note: Ensure that the invoice is set up to allow partial payments if you want to enable customers to pay in installments.
FINAL STEP
Enter the PAYMENT AMOUNT and REFERENCE. Click SAVE CHANGES to apply the offline payment to the invoice.
After saving, you'll receive a confirmation message that the payment has been added. The offline payment is deducted automatically from the total amount due on the invoice. You can click the GO BACK arrow to view the updated remaining balance, showing how much your customer still owes towards their invoice if applicable.
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