How to Apply Payment to an Invoice

This guide explains how to apply a payment credit to a specific invoice in the Payment Management system.

Prerequisites

Before applying a payment to an invoice:

• Navigate to the Payment Management page

• Ensure the invoice you want to pay is visible in the Invoices table

• Verify you have available payment credits in the Payment Credits table

Steps: Apply Payment to Invoice

Step 1: Select the Invoice

Locate the invoice in the Table: Invoices table and check the corresponding checkbox. When you select an invoice, the Table: Payment Credits table automatically updates to show related payment information.

Invoice selected via checkbox in the Invoices table

Step 2: Click the Pay Invoice Button

Action: Click the Action: Pay Invoice button (money icon) in the Column: Action column for the selected invoice:

Pay Invoice action button in the Invoices table

Step 3: Complete the Payment Modal

The Page: Apply Payment to Specific Invoice dialog opens, displaying payment information:

Payment processing modal with available information

1. Enter the payment amount in the Item: Apply Payment field

2. Action: Click the Action: Save button to process the payment

Apply Payment field with amount entered and Save button location

Note

The system validates that payment amounts do not exceed the invoice balance. The maximum allowed payment equals the current invoice balance.

Result: Payment Confirmation

After successfully processing the payment, a confirmation message appears:

Success message confirming payment has been applied

Payment Applied

The payment has been successfully applied to the selected invoice. The invoice status and payment records will be updated accordingly.