Adding Payments to Invoices
Adding payments to your invoices will come in handy in moments when you've received money that you would like to apply to multiple invoices at once. This will currently only work for clients with a connection to QuickBooks Online.
Applying Payments
To apply a payment, you will need to go to your invoices list view and click Receive Payments. This will then pull all and any payment available to be pulled to DesignSmart from QuickBooks.
Next, you will need to 1. Add the amount of the payment received, 2. Enter any information about the payment, 3. Notice your newly applied payments and the new balance of your invoices, 4. Click Save.
These payments will also be sent to QuickBooks, to your Undeposited Funds account, where they can then be transferred to another account of your choice.
Applying Overpayments
Sometimes you may receive more money than what's currently owed by your client. You can still apply this amount to your invoices and have the balance added to your Merchandise or Service deposit balance.
After adding the amount received, DesignSmart will highlight how much the overpayment is. Only the complete amount for the outstanding balance will be paid.
Once you click Save, you will be prompted with the question of what you would like to do with the overpaid balance.
Here you will choose which deposit balance you would like to add the overpayment to. To confirm, you can go to Accounting>Deposits.
