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Payments

Your central, global ledger for all incoming money across all invoices. When an invoice needs to be settled, the payment records are stored and tracked here.

How to Review or Manually Record a Payment

  1. Navigate to Payments to see a chronological ledger of cash flow
  2. Click Record Payment (or the + button) to log a new transaction
  3. Select the associated Invoice — the system will intelligently pull down the remaining unpaid balance automatically
  4. Specify the Amount paid (you can type a partial amount if they are paying in installments)
  5. Select the Payment Method (Cash, Credit Card, Bank Transfer)
  6. Click Save

The associated invoice will instantly adjust its status to Paid or Partial based on the remaining balance.

Payment Methods

  • Cash — Physical currency
  • Credit Card — Card payments
  • Bank Transfer — Includes fields for Sender's Bank Name, Account Title, and Recipient details
  • Invoices — Managing invoice status and payments
  • Customers — Customer management
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