Record an Invoice Payment
Apply a client payment and keep receivables accurate.
Before you start
Verify the payment against your bank or cash records.
Open Payments
Dashboard → Sales → Invoices
Start from Dashboard, open Sales, and select Invoices. On mobile, open the workspace menu first when the named menu is not visible.
Open the invoice
Open the invoice. Review the information shown before continuing to the next step.
Select Record Payment
Select Record Payment. Review the information shown before continuing to the next step.
Enter amount, date, method and reference
Enter amount, date, method and reference. Review the information shown before continuing to the next step.
Confirm currency details when shown
Confirm currency details when shown. Review the information shown before continuing to the next step.
Save and verify the new balance
Save and verify the new balance. Review the information shown before continuing to the next step.