Enter a payment

Step-by-step instructions on how to enter a payment.

1. From the More tab, tap Payments .
2. On the top right, tap Options .
3. Tap + New.
4. The next screen will allow you to enter information for your new payment.
5. You will have two options to save your payment:
   • Tap Save Draft to save this payment as a draft, which will be indicated with a ! symbol in your list of payments. Choose this if you do not currently have an invoice to attach this payment to.
   • Tap Finalize to apply this payment to a selected invoice. The Payment Amount has to match the Amount to Apply to be able to finalize your payment. If your payment exceeds the amount for the invoice(s), you can elect to hit the Apply Overpayment button. To learn more about how to use this feature, go here:

https://adjusterpilot.com/docs/using-the-apply-overpayment-feature/

You will be returned to your list of payments.

What does “Amount to Apply” mean when you enter a payment? #

• The amount to apply is the amount you’d like to apply towards the invoice from this payment.
• By default, the amount to apply will be equivalent to the amount invoiced.
• Sometimes there will be instances where the payment you received does not match the amount you invoiced for.
  • If needed, you would use this column to edit the amount you were paid for that specific invoice.
• The balance will remain in your open invoices until you have either:
  • Received and recorded the remaining balance
  • Adjusted the invoice accordingly
  • Applied an overpayment