Nutcache

After invoicing your customers using Nutcache, it is important to keep records of the payments that have been made so that you can closely monitor your organization's financial transactions.

In this article we will teach you how to apply a payment to an invoice, whether partial or full, to keep your company's balance sheet always up to date.

Members with the status of Project manager or higher can manage payments.

You can apply and manage your payments from the Invoicing module located on the application left side menu.

How to apply or manage a payment on an invoice?

There are two ways to manage your invoice payments, and here, we'll show you both ways so you can find the one that best fits your routine:

From the Invoices tab, find the invoice on which you need to add a payment. Tip: sort them by status, so you can easily find the ones that are partially paid or viewed only.

1. From the Invoices tab, find the invoice on which you need to add a payment. Tip: sort them by status, so you can easily find the ones that are partially paid or viewed only.

Once you found it, click on it and then you’ll be redirected to the respective invoice section. From there, go to the Payments tab (1) and click on + Payment (2).

1. Once you found it, click on it and then you’ll be redirected to the respective invoice section. From there, go to the Payments tab (1) and click on + Payment (2).

A popup will appear with the information from that invoice. You’ll have to select the date of payment, the amount of money (yes, you can partially pay an invoice!) and the payment method. You can also add a note to help you with more information.

When you’re done filling the fields, you can hit the Save button and your payment is already registered on your invoice.

1. When you’re done filling the fields, you can hit the Save button and your payment is already registered on your invoice.

From the Payments tab (1), click on the + Payment button (2)

1. From the Payments tab (1), click on the + Payment button (2)

A popup will appear with the fields for the new payments. Select the respective invoice you’re applying this payment on, then the payment method, the date and the amount being paid (again, you can partially pay an invoice!). You can also add a note to help you with more information.

1. A popup will appear with the fields for the new payments. Select the respective invoice you’re applying this payment on, then the payment method, the date and the amount being paid (again, you can partially pay an invoice!). You can also add a note to help you with more information.

When you’re done filling the fields, you can hit the Save button and your payment is already registered on your invoice.

1. When you’re done filling the fields, you can hit the Save button and your payment is already registered on your invoice.

How to edit or delete an existing product?

Still from the Payments tab on the top menu, hover over the souvlaki menu on the right side of any of your existing payments and select the Delete or the Edit button.

Editing a Payment is very similar to creating one - except from the invoice field, which you can’t change - so you just have to update the information inside the fields and click on Save.