Entering installment payments for an invoice

To properly apply both bank transactions to the invoice, you need to delete the Sales Receipt and Deposit, Ron. Then, record the payments using the Receive Payment feature.

To delete the Sales Receipt:

1. Go to the Sales tab in the left-hand menu and select All Sales.
2. Find the Sales Receipt linked to the payment and click to open it.
3. At the bottom, click More actions, then select Delete.
4. Confirm the deletion.

To delete the Deposit:

1. Click the + New button in the left menu and select Bank Deposit.
2. Locate the deposit associated with the payment and open it.
3. At the bottom, click More, then select Delete.
4. Confirm the deletion.

To record the Payments, here's what you'll need to do:

1. Use the + New button to select Receive Payment.
2. Select the client and the invoice, and record the payments individually:
   • Enter $3,000 for the first payment and save.
   • Record $2,932.50 for the second payment and save.

To match Payments to Bank Transactions, here's how:

1. Go to the Transactions tab and find the two imported bank transactions.
2. Match each bank transaction to the corresponding payment you recorded earlier.

If you need further assistance, feel free to ask.