Payments
Record full or partial payments against invoices to track outstanding balances.
Recording a Payment
Open the Invoice
Navigate to the invoice you’ve received payment for.
Click “Record Payment”
Enter Payment Details
| Field | Description |
|---|---|
| Amount | Payment amount received |
| Date | Date the payment was received |
| Payment Method | Cash, Bank Transfer, Credit Card, etc. |
| Reference | Transaction reference or check number |
| Notes | Optional notes about the payment |
Save
The invoice status updates automatically:
- If the payment amount equals the remaining balance → Paid
- If less than the remaining balance → Partially Paid
Partial Payments
Invoices support multiple partial payments:
- Each payment is recorded separately
- The invoice shows total paid and remaining balance
- Status remains Partially Paid until the full amount is received
Payment History
Each invoice displays a payment history showing:
- Date of each payment
- Amount received
- Payment method
- Running balance
Payments are also linked to projects, so you can track total revenue per project alongside budget & costs.
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