Invoicing - Record a Payment

You can record payments on invoices to track amounts received and update invoice balances.

Record a Payment

Steps:

1. Navigate to Invoices
2. Open the desired invoice
3. Click Record Payment
4. Enter the payment details:
   • Payment date
   • Payment method
   • Amount received
   • Reference or notes (optional)
5. Click Save

Payment Details

When recording a payment, you can specify:

• Amount – The amount received toward the invoice
• Payment Method – Cash, check, credit card, or other method
• Payment Date – The date the payment was received
• Reference – Optional details such as check number or notes

Notes

• Recording a payment updates the invoice balance
• Partial payments can be applied to an invoice
• Once the full balance is paid, the invoice will be marked as Paid