1. Open Invoices
From the main navigation, select Invoices.
2. Create a new payment
On the Invoices page, use the filter if needed to find the invoice.
In References for the invoice, select the horizontal three-dot button to open the menu.
To record the remaining balance, choose Create payment or use Review & create payment to inspect and adjust the line items first.
3. Review and save the payment
Review & create payment opens the form. Review the line items and total, adjust line items if needed, then select Create Payment to save.
