Charging an Invoice

Processing Payment on an invoice

Payments can be collected through Work 365 using an existing Payment Profile.

  1. If a Payment Profile exists in the System navigate to the invoice and using the Work 365 Command button on the Invoice record

  2. Open the drop down to reveal the sub-menu and click on Charge

  1. A pop-up page appears with the invoice details and available Payment Profiles that can be used to process the payment

📘

Its possible to change the Amount before clicking on Save.

The Amount field cannot be greater than the Balance Amount value