To record a cash or check payment in Locally 360, open the sent invoice and press Mark as paid. The invoice shows as Paid, and its amount moves to Paid on the Invoices page.
Steps
- Open Invoices and choose the invoice. It has to be issued already.
- Press Mark as paid.
What happens next
The invoice shows Paid. On the Invoices page, its amount leaves Outstanding and joins Paid, which counts money actually received.
Questions
Can I record part of a payment?
No. Mark as paid marks the whole invoice paid. Partial payments aren't supported.
Does my customer get a receipt?
No. Locally 360 doesn't email your customer a receipt, so send one yourself if they ask.