How to Close an Open Invoice

General

Follow the steps below to close an open invoice by receiving a payment equal to the balance due on that invoice:

Open the OnTime Management Suite.
Click on Billing.
Click on Invoices and locate the invoice(s) to be closed.
Under Tasks on the sidebar to the left, click on Receive Payment….
From the resulting Payment screen, select the Customer from the drop-down menu.
Check the corresponding box for the desired invoice.
In the Amount field, enter the number that appears under the Amount Due column.

Note: You may receive payment for one invoice at a time.

Article ID: 10, Created: May 19, 2015 at 9:55 AM, Modified: September 16, 2019 at 12:44 PM

Was this article helpful?

Yes No

40% Helpful

Share this article