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.

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Note: This action can only be done from the admin panel

Steps to Use Swap Payment

1. Go to the invoice you'd like to edit.

2. Click the three-dot menu (⋯), then select “Swap Payments.”

   

3. 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.

4. Once done, click Save.