Linking a Payment to an Invoice

  1. Locate the desired payment via the Payments tab in Stax Pay.

  2. Click on the payment to expand the payment details window.

  3. Click the three dots at the top right-hand corner to expand the menu
    link.

  4. Click Link to a Different Invoice.

  5. Search keywords for the invoice you wish to link to the payment.

  6. Once the payment is linked, the invoice will be marked as paid or partial.