How to Record an Invoice Payment

Step by step

1. 1

   Open the invoice

   Go to Invoicing → Invoices and click the invoice number. The Balance column in the list shows what is still owed.

2. 2

   Record a part payment

   Click Record part payment. Enter the Amount, the Date and the Method — Cash, Cheque, E-transfer, Card, Bank transfer or Other. Add a Reference or Note if useful, then click Record payment.

   A payment cannot be more than the balance due.

3. 3

   Or mark it paid

   When the customer pays everything, click Mark as paid. It records the whole balance in one step, and you can still choose the Date and Method.

4. 4

   Review the Payments list

   Each payment appears under Payments on the invoice. Delete one if you logged it by mistake.

   Needs the Invoicing add-on, and works on the web only.