How to record a payment received for an Invoice in MeasureSquare CRM?

This article will guide you through how to record a payment received for an invoice in MeasureSquare CRM.

This article applies to MeasureSquare CRM

Steps to Record a Payment Received:

Step 1: Navigate to the Invoices section from the left-hand menu. Select the invoice for which it needs to record a payment.

Step 2: Once the invoice is open, click on the Payments Received tab located on the right side of the invoice page. Then, click the Record Payment button to proceed.

Step 3: In the Record Payment window, fill in the Amount Received and Payment Date fields. Select the Payment Method from the dropdown menu, add any Notes if necessary, and upload any relevant Attachments. Finally, click the Save button to record the payment.

Step 4: After saving, the payment details will appear under the Payments Received tab, confirming the payment has been recorded successfully.

Note: The Invoice Status will change to Paid after recording a Payment. (top left corner of Invoice)

If you need further assistance, contact MeasureSquare Customer Support at +1-626-683-9188 ext.3 or email support@measuresquare.com.

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