Search Knowledge Base Articles

How to pay an invoice

Here are the steps on how to pay an invoice on the Xzero CRM Dashboard:

  1. Go to the Invoices page.
  2. Click on the invoice that you want to pay.
  3. Click on the Pay Invoice button.
  4. Enter the amount that you are paying.
  5. Select the payment method.
  6. Enter the payment date.
  7. (Optional) Add a payment note.
  8. Click on the Pay Invoice button.

The invoice will now be marked as paid.

Did you find this article useful?

Related Articles