Symbient Opta User Documentation
Home FAQ Assets

How to Create Payments from Invoices

Prerequisites: Invoices
Alternatives: None See Also: Add Items
Create Invoice PDFs
Create Invoices from Customer Orders
Setup Repeating Invoices
Search Invoices

In Symbient Opta, you can capture a payment received directly from the Invoice.

  1. After having created and saved an Invoice with Items, select the Invoice that you would like to capture the payment for by clicking on Accounting > Accounts Receivable > Invoices and from the list of orders either.
    1. Click on the Pencil icon
    2. Check the box and select Edit
    3. Click the Invoice Number link
  2. On the Details tab of your Invoice, select the "Make Payment" button.
  3. Symbient Opta will automatically open the Receive Payment from Customer screen and copy the date from the invoice.
Copyright © 2023 Lucus Labs, LLC - All Rights Reserved