Whether you're recording a new payment or editing an existing one, the process is simple.
✏️ Recording payments
From the invoice list
Hover over the relevant invoice, click on the ⋮ three-dot menu on the far right and select Record payment.
From an invoice
You can also record a payment within an invoice by clicking on the button in the black bar at the top.
🗒️ Payment details
When you click the Record payment button, you'll be able to select the payment date, amount and apply a reference.
By default, the amount field will display the invoice total, or amount remaining if a payment has previously been applied. You can leave this as is to mark the invoice as fully paid, or edit the amount to apply a part-payment.
If there's a credit note against the company, you can apply the credit note to this invoice too. Learn more about credit notes here.
📆 Payment history
The invoice history tab within an invoice shows recorded payments and their status.
🗑️ Deleting payments
Head to the payment history within an invoice, hover over the relevant payment record and click on the delete button (bin icon).
