Entering Payments on a Job or Invoice
Find and open the Job from the Diary, Job List or Invoice List
You will find the payment option at the bottom of the Job Maintenance screen - shown below:
Click Select Payment Method and add the amounts your customer has paid against the relevant payment type.
Then click Submit Payment:
🔥Tip: You can even submit a payment before the invoice is generated, this is what we call a Prepayment.
Entering Payments through Xero
If your Auxo Workshop is integrated with Xero, you can enter payments against invoices directly in Xero.
Read Xero's guide on entering payments for invoices here: https://central.xero.com/s/article/Record-payment-of-a-sales-invoice
Viewing Payments on a Job or Invoice
When a job or invoice has a payment against it, you can view details of the payment by clicking the little arrow next to the amount due:
Viewing Payments Entered in Xero
When viewing the invoice in Auxo Workshop, the payment details will show "[Xero]" as a clickable link that will take you directly to the appropriate transaction in Xero:
For detailed reporting on payments, see: Payments Received Report