How to update payment details to an invoice on the Back-Office Dashboard?

GuardsPro Invoicer allows you to record both partial and full payments—whether received in cash or via credit/debit cards—making it easy to track installment-based payments and maintain accurate financial records. 

✅This guide will walk you through the steps to record a payment to an invoice on the Back Office Dashboard:

On the next screen, the total amount due for the invoice is displayed by default. 

To record a payment, adjust the amount as needed. Then, select the payment method used ( Bank Payment, cash, credit card, cheque, Paypal, or other mode) and click Submit to record the payment. 

The invoice status is automatically updated based on the payment recorded such as partial or paid. 




💳 Manage Payments Section

Next, to manage the payment section of an individual invoice, click the three-dot next to the desired invoice and select View Details. 

This opens the invoice details page, where you can review the invoice information, manage payments, and perform various invoice-related actions from a single location.
 

Further, the Manage Payments section displays all payments that have been recorded for the invoice.

• Displays payment date, amount, and method (e.g., cash, card)
• Provides options to:
  • View Receipt
  • Edit Payment
  • Remove a payment entry if needed

If the invoice is fully paid, the system will automatically update the status to Paid and reflect $0 as the amount due.



This screen helps you efficiently track invoice details, monitor payment history, and manage billing actions—all in one place.

If you have any more questions, please feel free to contact our support team anytime.