Recording Payments

Keep your records accurate by recording all payments received.

Online Payments

If clients pay through the Client Portal, payments are recorded automatically.

Manual Payments

For cash, cheque, or direct bank transfer:

1. Open the invoice
2. Click Record Payment
3. Enter:
   • Amount received
   • Payment date
   • Payment method
   • Reference (optional)
4. Save

Click to enlarge

Use the record payment modal to log cash, cheque, or bank transfer payments received from clients

Partial Payments

Record multiple payments against a single invoice:

1. Record the first payment
2. Invoice status changes to Partial
3. Record additional payments as received
4. When fully paid, status changes to Paid

Payment Methods

Track how clients pay:

• Cash
• Cheque
• Bank transfer
• Credit card
• Other

Next Steps

• Sync with Xero for accounting