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Stax Pay : Link Payments to Sales
For previously run payments, you have the option to link an existing payment to a different sale. This allows you to correct any mis-run transactions, and append the payment to the appropriate sale.
For example, if you run a customer’s payment to pay off an existing invoice, but forget to link it to the invoice - you can link the payment after it’s been run, to ensure that it shows a payment received for the sale.
- Go to the Payments tab from your side bar
- Select a transaction
- Select the More Options button with the 3 dots in the upper right
- Select Link to Different Invoice
- The link will take you to the Invoices page
- Select the Invoice that you need to link
- Select Link