There are a few ways to apply a payment to an outstanding invoice. Let's look at how to assign a payment.
STEP 1:
From Finances: Filter to the outstanding invoices by clicking "Unpaid Invoices" or clicking Filter > Invoice Status > Unpaid or Partially Paid
You can also apply the payment to an invoice from the Member Tab
STEP 2: Look for the member and click Pay Now
STEP 3: Choose to pay with an existing payment already recorded (account credit - if exists), or record a new payment.
Existing Payment: Choose the amount & Click Apply Credit. Existing Payments must equal or be smaller than the invoice amount. It is not possible to use an existing payment that is greater than the invoice total.
New Payment: Select the Payment Date & Choose the payment method. If you would like to pay the invoice with the account payment on file then make sure to click the box!
STEP 4 (optional): Send Receipt
STEP 5: Click Save & Apply. The invoice status will be updated to paid or partially paid.
If you do not see Clearent, Credit Card, ACH as an option Set Up your Merchant Account.