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Opserly Documentation

Step-by-step guides for every module — from your first login to invoicing, field jobs, workflows, and reporting.

Record a customer payment

Apply manual or card payments against open invoices.

Accounts Receivable shows payment transactions linked to invoices.

  1. 1

    Open the invoice

    From Invoices, open a submitted invoice with an outstanding balance.

  2. 2

    Add payment

    Choose Record payment — enter amount, date, and method (check, ACH, card).

  3. 3

    Partial payments

    Opserly supports partial payments; the invoice status updates until fully paid.

← Create an invoice from timesheets