How to Use Swap Payment in an Invoice
The Swap Payment feature is designed for paid invoices. It allows you to replace the existing payment with a new one without needing to issue credits or manually adjust the invoice.
Note: This action can only be done from the admin panel
Steps to Use Swap Payment
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Go to the invoice you'd like to edit.
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Click the three-dot menu (⋯), then select “Swap Payments.”
Invoice > Click Swap Payment
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You'll see the following options:
- Refund the original source or account credit: Choose where the refund should go (original method or account credit).
- Add a Payment Provider: Pick a different payment method (e.g., Debit/Credit, Paypal, Offline Payment)
- Transaction ID (optional): Use this if you’re referencing an external or manual transaction.
- Once done, click Save.
Updated 1 day ago