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How do I add a cash payment?

Has a customer paid you in cash? To add this to a customer's balance:

  • Click on the customer's name in your customer list
  • Go to the Invoices block, click on the menu and choose Edit Balance
  • Make sure that Credit is selected. Then, add an amount and a reference.
  • Click Save

The amount will be added to the customer's balance.

Customers

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  • How do I add a cash payment?
  • How do I add a customer?
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  • What is the customer portal?

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