Add remaining payment to an invoice created outside of an estimate

Problem

Your customer paid a deposit for a job, but the invoice was created without using the estimate. Now, you need to record the remaining payment, but there's no invoice or balance for it. The original deposit was applied to an invoice that has not yet been exported.

Solution

1. Search for and go to the invoice where the deposit was applied.

2. On the invoice record, add the tasks or items from the estimate to this invoice. This creates a balance that reflects the remaining payment due.

3. Apply the remaining payment to that invoice with the new balance. This should be the total from the original estimate minus the deposit already paid.

4. Confirm the payment details and apply it to the balance you created by updating the invoice.

5. Save your changes. Now, the payment is recorded against the correct job, and the invoice reflects the total work and payments accurately.