Hello and Welcome to the Paythepoolman Help Pages!
Do you need to View or log a Payment for a Customer's Invoice? Here are the steps for doing that!
1. From your Company Dashboard, look up the customer name to see their profile. This can be done one of two ways: (1) Click on CUSTOMERS in the black side bar to the left of your screen, or (2) Click on the MAGNIFYING GLASS ICON at the top right corner of your screen. Here's what those options look like:
2. Once you've located the customer's name, just go to their profile and click on INVOICES / PAYMENTS on the left.
3. Here you can see their entire Invoice and Payment history! Just click on the blue tabs to add a NEW INVOICE or to LOG A NEW PAYMENT:
Be sure to check out our other Help Pages (just click on the HELP button at the bottom right corner of your screen and search by keywords!) and our YouTube Channel with over 100 videos and tutorials!
Here's the link: Paythepoolman YouTube Channel
If you have any other question or need further assistance you can reach out to our Support Team at support@paythepoolman.com or (951) 234 5166.
Office hours: Mon-Fri 8AM to 4PM EST| 5AM to 1PM PST
Have a nice day!