Close the loop on client payments
Know exactly what's been paid and what's still outstanding. Recording payments keeps your invoices in sync with your actual cash flow.
Before You Begin
Make sure you have:
- An approved invoice
- At least one payment account set up in your system
Understanding the Fields
When you click Record Payment, the form is pre-filled to save you time:
- Payment Date is set to today
- Account matches your default payment account
- Amount shows the remaining balance
- Remarks lets you add optional notes
Viewing Payment History
All recorded payments appear in the Invoice Activity section on the invoice detail page. Each entry shows:
- The payment amount and account used
- The date and time the payment was recorded
- Who recorded the payment
You can click View to see the full payment details, or Remove to delete a payment if it was recorded incorrectly.
Editing or Removing a Payment
To edit a payment:
- 1 Find the payment in the Invoice Activity section.
- 2 Click View to open the payment details.
- 3 Make your changes and click Update Payment.
To remove a payment, click Remove next to the payment entry. You will be asked to confirm before the payment is deleted.
Frequently Asked Questions
The invoice status changes to Partial Payment and shows the remaining balance. You can continue recording payments until the full amount is received.
Yes. Each payment is logged separately in the Invoice Activity. The amount field will always show the remaining balance.
You can edit or remove the payment from the Invoice Activity section. Click View to edit, or Remove to delete it and start again.
What's Next?
- Understanding Invoice Statuses to see how payments affect invoice status
- Adding a Credit Note to adjust invoices for refunds or corrections
- Writing Off an Invoice to handle uncollectible payments