Using Stax Pay
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      Stax Pay: How to link a payment to an invoice

      How to link a payment in Stax Pay to an invoice.

      • Locate the desired payment via the Payments tab in Stax Pay
      • Click on the payment to expand the payment details window
      • At the very top right-hand corner, click the three dots to expand the menu
        1. link
      • Click the "Link to a Different Invoice" option
      • From here, you can search keywords for the invoice you wish to link to the payment.
      • Once the payment is linked, the invoice will be marked as "paid" or "partial."