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How to Attach a Payment to the (correct) document?

When a payment is attached to the incorrect Proforma or Invoice, or when the payment is not attached to any document at all, you can simply change this with the following steps:



Steps to take in order to move a payment to a specific document: 

  • Payments which are not attached to a document will appear in the billing section like a free-standing payment: 




  • If a payment is attached to Proforma or Invoice you will see a small arrow under the document, indicating there is a payment attached:

 

  • Clicking on the arrow will open up the payment: 

 

  • In both cases the steps are identical to attach the payment to the correct document. 
    Click on the More Action Button behind the Payment and choose Switch Proforma/Invoice :

 

  • In the pop up screen that appears you choose the correct document the payment should be attached to:

 

  • Hit Save:

 

  • The payment has now been moved from the Proforma and attached to the Invoice: