Entering a Payment

Related: For entering a payment while you are already inside an invoice (with notes on credit memos and pre-payments), see Entering a Payment.

Payments you record manually (not through the client's online payment link) can be applied to an invoice from the Invoices list or while editing an invoice. Open the row Options menu and choose Enter Payment, or open the invoice and use the Actions menu, then Enter Payment.

If the invoice is being paid in full, the Amount field is prefilled with the remaining balance. For a partial payment, change the amount to match what you are recording.

Payment Date defaults to today; change it if the money was received on a different date.

Select a Payment Method. You can add and manage methods under Configuration → Accepted Payment Methods. Set Payment Verified as needed for your workflow.

Optionally add a Note for internal reference.

If outgoing email is configured and the client has an email address, check Email Payment Receipt to send a receipt.

Click Submit to record the payment against the invoice.