13.4 Receiving Payments

This lesson will show you how to recieve payment for a bill in AgileCase.

Select a bill

In order to recieve payment for a bill in AgileCase, first you must select a bill. To do this, click the hyperlinked bill ID.

Click "Recieve Payment"

On the invoice details page, click the "Recieve Payment" button in the top right hand side of the screen to record the payment.

Fill out payment details

To recieve the payment you must first fill out the payment details, you can select a source, the destination that the money will be paid in to and the amount to be paid.

You can also attach a note to the details in order to indentify the payment.

Once this is complete, click "Save Changes" to recieve the payment.

View payment

Once the payment has been recieved it will be listed under the "Payments" tab on the invoice details page.

A bill can be paid in several installments but once the balance has been recieved the "Recieve Payment" button will dissapear.

Payment complete

Once payment is complete, the bill will be marked as "Paid" on the bills tab.