How do I add, edit, or delete a payment on iOS?

In FreshBooks, income is tracked when you mark an Invoice as paid. This is done by entering in a client's payment manually if you have the payment on hand, or through one of the online payment options listed here. You're also able to modify payments if you've done a partial or full refund. 

• Add a Payment
• Edit a Payment
• Delete a Payment

Add a Payment

If you've received a payment outside of FreshBooks, you'll want to add that payment to the invoice in your account so FreshBooks recognizes you've received that money.

1. Go to the Invoices section
2. Tap on the invoice you want to add a payment to
3. Then tap on the three dots at the top
4. Next, tap on Add Payment
5. Review and edit the payment details as needed, and tap on Add to finish
   
6. The Invoice will now be marked as paid or partially paid.
   

Alternatively, if you'd like to mark multiple Invoices as Paid in bulk, use these steps:

1. Go to the Invoices section
2. Tap on the checkmark icon near the top right corner
3. Select the Invoices you want to mark as paid
4. Tap on Mark As...
5. Select Mark as Paid
6. Enter the payment details and tap on Add to finish.

 

Edit a Payment

To edit a payment, follow these steps:

1. Go to the Invoices section
2. Tap on the invoice
3. In the Payments for Invoice section, select the payment you want to modify
4. Edit the payment information as needed and tap Save to finish.

Delete a Payment

Deleting a payment is very similar to editing a payment. If you've ever accidentally marked an invoice as paid and want to make it unpaid again, you can use these steps. If you're looking to do a refund, review How do I refund a payment? instead.

1. Go to the Invoices section
2. Tap on the invoice
3. In Payments for Invoice section, select the payment you want to delete
4. Tap on Delete and tap on Delete again to confirm. The payment will now be deleted.