Charging 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

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

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Its possible to change the Amount before clicking on Save.

The Amount field cannot be greater than the Balance Amount value