Once you have created an invoice, you may want to record a payment(s) against your invoice which will help to keep organised and update your invoice statuses. To record a payment, go to the invoice section and find the invoice you would like to add a payment to
Click the cost & payments tab > then click the "Payments" button.
You will now be presented with the "Add payment" pop up below
- Payment type: select how your customer has paid you, options are: Cash, Cheque, Bank transfer, card payment
- Details: Enter the amount that was paid and date
- Notes: enter any notes or additional information if required (this is optional)
- Process payment: this will record payment against the invoice and automatically update the status to "Paid" if the full amount has been paid or "Part-paid" if the invoice still has a balance remaining