There are two ways to receive Invoice Payments in the backoffice: directly from the invoice screen or from the Accounting menu.
Begin by finding your invoice by using the global search, clicking the link on the job, finding it in the Customer history, or going to the Unpaid Invoices Dashboard and clicking View.
When viewing the invoice, click the Receive Payments button at the top to navigate to the Receive Payments screen.
The Receive Payment screen will allow you to select the Payment Method, enter a Check or Reference number, indicate who the payment was received by and when it was received, as well as enter a payment memo. All fields are required except for Payment Memo. You can adjust the dollar amount in the Amount field as well, just by typing there, in the event your customer is making a partial payment.
The available fields are the same for all payment methods except for Credit Card. To process a Credit Card, you must have a payment gateway connected to your Service Fusion account. If the customer has a credit card saved to their account, click Existing, and select it from the drop down menu. If they do not have a card on file, enter the payment information given. All fields are required except the Payment Memo field.
You can receive a payment against multiple invoices by navigating to Accounting > Receive Payments.
Here, you can select multiple invoices using the check boxes to the left of the invoice. There is a search bar available and some filter options at the top right corner of the screen to help you find those invoices faster. Of course, using Control (or Command, for our Mac friends) and F will bring the Find feature in Google Chrome up, and allow you to quickly jump to anything typed in that field.
When you've found the invoices to receive a payment against, click the check boxes and select the "Receive a Payment Against Selected Invoice(s) button".
The next screen is the Receive a Payment screen, and will function almost identically to the above, with the exception of being able to adjust the amount applied per invoice.
When you've entered the payment information, click Submit Payment Transaction, and the payment will be recorded in Service Fusion. If you have QuickBooks Online, you can either Sync the payment now (if manual sync is enabled) or the payment will sync automatically (if sync is set to "as transactions occur"). If you have QuickBooks Desktop, the payment will sync and apply to the invoice during the next sync.