Payments & receipts
Every payment you take leaves a trail in CoreHue, a receipt your client can download, and a running record you can search and total. Here's where to find it all.
The Payments page
Open Payments to see every real payment you've received across all your invoices. At the top, three cards give you the quick numbers:
- Total received
- This month
- Outstanding
Filter the list by search, currency, period, or payment method to zero in on what you need. Each row shows:
| Column | What it shows |
|---|---|
| Date | When the payment came in. |
| Client | Who paid. |
| Invoice | The invoice it's against. |
| Method | How they paid, with a Refunded badge if it was refunded, and a View fees expander on card payments. |
| Receipt | The receipt number, ready to download. |
| Amount | How much came in. |
Receipts
Every payment gets its own receipt number automatically. You can download a receipt PDF from a few places:
- the invoice itself,
- the Payments page,
- the public invoice page your client sees.
An invoice's history
Open any invoice and you'll find a Payments Received list of everything that's come in, plus a Version History that logs each change, created, edited, status changed, payment recorded, and more. Open a past entry to view a snapshot of the invoice as it was at that moment.