How to Accept Payment Through Invoices

This article explains how to accept payment on an order through the Invoices tab in The Shed App. If full payment is not collected when the order is created, once the order is Processed, an invoice is automatically generated. Any remaining balance can then be collected through this invoice.

• The order must be in Processed status.

• You must have access to the Accounting > Invoices section.

1. Navigate to the Invoice tab via Accounting > Invoices.

2. In the top-right corner, click Receive Payment.

3. Use the search bar to find the invoice by Contact Name.

4. Select the correct invoice based on either Invoice ID or Building SN.

5. Enter the payment amount.

6. Choose the payment method:

   • Credit Card

   • ACH

   • Cash

   • Check

7. Click Receive Payment to confirm.

   • The payment will be applied to the invoice and update the order balance.

• Double-check you’ve selected the correct invoice before applying payment.

• Partial payments can be applied multiple times until the invoice is paid in full.

• Keep a record of any offline payments (cash or check) in case of reconciliation later.