Enter check payment on an invouced estimate

[AYSHandyman]

Hello

I have a few estimates that say invoiced on the dashboard and when I find the invoice there is no way to record payment (in two cases checks were received).  What am I missing?

[Kassi_]

Hey there, @AYSHandyman - 

You can definitely add the check as a payment to these invoices. Open the Invoice > Select More > Add Payment. It will bring up this screen and you can select "Record Payment". Scroll down to Payment Details - you can select check. 

Please let me know if you have any other questions! 

[AYSHandyman]

Thank you Kassi --

  After I selected one of the items on the first attached picture, then I selected more on the screen, this is what I saw (see picture 2)First page on invoiced estimatesWhat I get when I selected on and then selected more

Lawrence Dodge

[AYSHandyman]

Hi Kassi --

  The strange thing is that one of my estimates says "converted to invoice on 19 May 2020", yet when I look through all the invoices or even when I filter by date or customer there is no invoice, hence I can't access the pay invoice with check feature you are referring to.  Thank you for your assistance with this as this is not the only case of this happening for me.

At Your Service

Lawrence 

[Kassi_]

@AYSHandyman - 

That is interesting! I would recommend reaching to our Customer Success Team to take a deeper dive into you're having with those Invoices. 

It sounds account specific, but they will be able to send a ticket to our engineers - if needed. 

Thank you! 

[AYSHandyman]

Thank you -- How do I contact Customer Success Team?  Can you forward my messages to them to save time so I do not have to re-state everything we have discussed?

thank you again for your help

At Your Service

Lawrence Dodge

[Kassi_]

@AYSHandyman - 

You can call our Support Team whenever you would like to reach out to them. 

I will go ahead and send you a private message too!

[AYSHandyman]

Thank you Kassi_ for all your help.  hope you have a wonderful day 😊

[Kassi_]

@AYSHandyman - 

Ah I see! It looks like you're going into the estimates. If you're on the Invoices Tab - and you see the Estimates you will see "Convert to Invoice". Once you convert the estimate, then you will be able to pay it. 

Let me know if that doesn't do the trick!