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Can I add different payment types to an invoice?
Easily add, edit, or remove payment types

Need to update a payment’s status? When marking an invoice as paid, you can easily manage your own list of payment types. Here's how:

 

Step-By-Step Instructions

  1. Navigate to the relevant invoice and expand it.
  2. Click the three dots to the right of the invoice name.
  3. Select Mark as Paid from the dropdown.
  4. In the Type field, choose Other.
  5. In the Other Payment Type field, click +Manage from the dropdown.
  6. Click the + button to add a new payment type.
  7. Enter the payment type (e.g., Wise, Zelle, Flowbrite).
  8. Click Save.
  9. Click Confirm to apply the payment type to the invoice.

 

Tips & Tricks 💥

  • To delete a payment type, click the trash can icon next to the payment name.

Keywords: mark payment as paid, update payment status, add payment type, other payment type, manage payment types

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