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."