Record a payment against an invoice

Recording a payment against an invoice keeps its balance and status accurate, whether the customer paid on the spot or you're logging a payment that came in another way.

1. Open the invoice

   Go to the Invoices tab and open the invoice you want to record a payment on.

2. Find the Payment History card

   Scroll to the Payment History card: it lists payments recorded for this invoice so far.

3. Tap Add Payment

   Tap Add Payment. The amount field pre-fills with the full balance due; tap Pay in full to reset it, or edit the amount for a partial payment.

4. Choose how it was paid

   If Stripe is connected, use Collect now to charge a card on the spot. Otherwise, under Or record manually, pick a payment method: Cash, Cheque, Bank Transfer, or Other (Card only appears here when Stripe isn't connected), and set the payment date if it wasn't today.

5. Save it

   For a manual entry, tap Save payment. Turn on Email updated invoice first if you want the customer sent a receipt. A card charge completes and closes the dialog automatically once it succeeds.

6. Tips

   The invoice's status updates automatically once a payment is saved. It moves toward Partially Paid or Paid depending on how much of the balance is covered. See "Understand invoice payment statuses" for the full picture, and "Take a payment from a customer" for more on card readers and Tap to Pay.