How to Record Invoice Payments
Record a payment on an invoice to keep its paid amount and remaining balance accurate. Payment details are managed from the invoice itself.
Opening Payments
Open Invoices, select an invoice, and find the Payments & Credits section. The summary shows the total due, amount paid, credit applied, and remaining balance.
Recording a Payment
Complete the payment form in the invoice details.
- Amount: Enter the amount received.
- Payment method: Choose bank transfer, credit card, cash, check, online, or other.
- Reference number: Add an optional receipt or transfer reference.
- Payment date: Select the date the payment was received.
Save the payment to update the invoice totals and payment history.
Managing Recorded Payments
The payment table shows the date, method, reference, and amount for each payment. Recorded payments stay in the history. If a payment was entered by mistake or later returned, use the refund action and record a payment reversal.
Distributing a Payment
For invoices linked to more than one milestone, use the distribution action to assign payment amounts to the relevant milestones. Each milestone can then show as unpaid, partially paid, or paid.
Add the bank or payment provider reference so you can match the invoice payment with your financial records later.