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Recording Payments

When a client pays outside of Stripe (cash, check, bank transfer), record it manually.

How to record​

From the invoice, click Record Payment:

  • Amount - How much was received
  • Method - Cash, check, bank transfer, or other
  • Reference - Optional reference number
  • Note - Any notes
  • Date received - When the money came in (can be backdated)

What happens​

  • A receipt number is generated automatically (like "RCT-001")
  • The invoice balance updates
  • If the balance reaches zero, the invoice is marked as paid
  • If there's a matching payment schedule milestone, it's linked automatically
  • The client's revenue is updated

Partial payments​

Record multiple payments on the same invoice. Each one reduces the balance until it's fully paid.

Editing and removing​

  • Edit - Update amount, method, date, reference, or notes on payments that haven't been refunded
  • Remove - Takes the payment off the invoice and recalculates the balance