Overview
You can move payments between invoices for your payments to appear on correct invoices. This ensures that all your transactions are accurate in your accounting software and reporting.
Who uses this feature
Administrators, office employees, managers, accountants, and bookkeepers
Applies to all business types
Applies to all trades
Feature configuration
Account configuration is required to use this feature. Please contact Technical Support for details.
Accounting and email permissions are required to use this feature. Please contact the account administrator on your team.
Things to know
Move payments to another invoice within a project when:
Your customer places a deposit for a future job and this payment needs to move to the job where the work is billed to account for the balance on the invoice.
Your customer makes progress payments for a multi-day project with multiple invoices where you book separate jobs for each workday.
You use a single invoice for all billable items or you split the billable items across multiple invoices.
Always move payments to the invoice where the customer is billed. An invoice should show the items the customer is paying for.
Payments exported to your accounting software cannot be moved to another invoice.
If you move payments from invoice to invoice, revenue is accounted for when the job is complete.
Move a payment between invoices
Find and select the invoice from which the payment you want to move is applied.
On the Invoice screen that opens, find the payment you want to move in the Payments section of the invoice and click unapply.
Note: If you are moving a payment between invoices within a project, the payment can be moved to any invoice on the project if the status of the invoice is Pending or Posted.
A confirmation pop-up opens. Click Confirm to continue.
Find and select the invoice to which you would like to apply the payment.
Tip: If working with an invoice from a project, you can go back to the project dashboard from the Invoice page by clicking the project number displayed at the top of the Invoice screen.
On the Invoice screen that opens, click Collect and apply payment from the side menu.
On the Collect and Apply Payments screen that opens, select Credits. A list of all unapplied payments appears under the Available Credit tab.
Select the payment you want to apply to the invoice and in the Apply Payment section, select Apply to Invoice.
On the list of invoices that appears, select the invoice to which you want to apply for the payment.
Note: If you accessed the Collect and Apply Payments screen from the Invoice screen, that invoice is selected from the list of invoices by default.
When you are finished, click Save.
Want to learn more?
See Payments
See Manage projects