School wants to pay deposit with check

Colin E. shared this question 23 days ago
Answered

I have a new school we’re working with and they want to do everything by check. Their PTO program is old school and don’t use cards, checks only. They paid $100 deposit today with a check, but how do I reflect that they paid on their invoice, since they want an updated invoice showing the deposit was accepted? I don’t see anywhere that I can edit that on their lead. Thanks!

Comments (2)

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go into the lead scroll down to payments and you could add how much was paid (see attached) then you can send them the updated invoice.

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Yep exactly how Aron said.

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