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Recording Payments

Track payments and manage invoice statuses

Recording a Payment
Mark invoices as paid when you receive payment from clients

To record a payment:

  1. Navigate to the Payments page or open an invoice
  2. Click "Record Payment" or update the invoice status
  3. Enter the payment amount and date received
  4. Select the payment method (bank transfer, credit card, cash, etc.)
  5. Add any notes or reference numbers (optional)
  6. Save the payment record

Tip

Recording a payment automatically updates the invoice status to "Paid" and updates your analytics.

Payment Methods
Different ways to receive payments from clients

Card Payment

Credit or debit card

Bank Transfer

Direct deposit or wire

Check

Physical check payment

Cash

Cash payment

Partial Payments
Handle payments that don't cover the full invoice amount

When a client makes a partial payment:

  1. Record the payment with the amount actually received
  2. The invoice status will show "Partially Paid"
  3. The remaining balance is calculated automatically
  4. Record additional payments as they're received
  5. Invoice updates to "Paid" when full amount is received
Payment History
View all payment records and transaction history

The Payments page displays:

  • All recorded payments across all invoices
  • Payment dates and amounts
  • Payment methods used
  • Associated client and invoice information
  • Total revenue received
Invoice Statuses
Understanding different invoice payment states
DraftInvoice not yet sent to client
SentInvoice sent, awaiting payment
OverduePayment due date has passed
Partially PaidSome payment received, balance remaining
PaidFull payment received