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Recording payments

When a client pays you outside of card checkout, cash, a check, a bank transfer, you record it yourself so the invoice stays up to date.

Record a payment​

Open the invoice and click Record payment. If the invoice is still a draft, recording a payment marks it as sent first.

Fill in:

  • Amount: defaults to the full balance owing. Click Record full balance to use it, or enter a smaller amount for a partial payment.
  • Payment Method: Cash, Check, Bank Transfer, or Other.
  • Payment Date: when the money came in.
  • Reference: an optional reference, like a check number.
  • Note: anything else you want to remember. Optional.

Every payment you record gets its own receipt number.

Partial payments​

Got paid in stages? Record each payment as it arrives. A partial payment moves the invoice to Partially paid, and once the balance reaches zero it becomes Paid.

Edit or remove a payment​

Made a mistake? On the invoice you can Edit a manual payment to fix the amount, method, date, reference, or note, or Remove it entirely. Either way, the invoice balance and status update to match.

Where payments show up​

Every payment you record also appears on the Payments page, where you can see totals across all your invoices and download receipts.