Paymentshow toFor admin · manager · team-member · Updated 2026-09-16
Recording a Payment
Record money received against an invoice so payment totals and invoice status stay accurate.
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Recorded payments update the invoice status and earnings totals automatically, so finance reports always reflect what has actually been received.
1Record a payment
- 1.Open the invoice.
- 2.Use the record payment action (top-right of the invoice).
- 3.Enter the amount, date and payment method.
- 4.Save the payment.
Tip: If a client pays in instalments, record each partial payment as it arrives.Result: The invoice status updates (for example to Partially Paid or Paid) and the payment counts toward your earnings reports.