Record a payment

Record a payment on an existing invoice to mark the invoice as paid. You choose the payment method and enter the amount, date, and optionally a reference.

Recording a payment

You record a payment on the invoice details page. This applies to an existing invoice; when creating an invoice, you can mark it as paid immediately using the Mark as paid immediately option.

1. Open the invoice via Invoices.

2. Click Process payments.

3. Choose the payment method: PIN, Cash, Bank transfer, or Rounding difference. The default method is Bank transfer.

4. Enter the Paid amount. The amount is set to the outstanding amount by default.

5. Enter the Paid on date. This is set to today by default, and you cannot choose a date in the future.

6. Optionally enter a Payment reference.

7. Click Save.

The recorded payment appears on the invoice with the payment date, payment method, amount, and reference if one was entered.

Undoing a payment

Once an invoice has been paid in full, it displays the label This invoice is fully paid. To undo the payment, click Mark as unpaid.