There are multiple places from where you can add a payment in eDoula:
You can add a payment to any invoice you are viewing.
From the Payments list.
From the Paperwork section in the client profile.
Adding a payment from an invoice
When you are viewing an invoice, click ADD PAYMENT on the right hand side.
When adding a payment from an invoice you already have the Client Name and the Pay towards invoice field populated.
You can add a full or partial payment.
Fill out the remaining information.
Click SAVE.
Adding a payment from the Payments list
Select Payments on your left-hand toolbar
Click the NEW PAYMENT button in the top right hand corner.
Select client name and invoice number.
Fill in remaining information and click SAVE.
Adding a payment from the Paperwork section
Select the Paperwork tab from within the client profile
Scroll down to the Payments section.
click the NEW PAYMENT button.
When adding a payment from within a client profile, the client name will already be selected.
Select invoice number.
Fill in remaining information and click SAVE.
