Invoices, payments and expenses

Record a payment by hand

When a customer pays you in person or by bank transfer, record it on the invoice so the balance and your reports stay right.

Record a payment on an invoice

  1. Open the invoice and click Record Payment.
  2. Check the Payment Amount. It starts at the balance due.
  3. Set the Payment Date and the Payment Method: Cash, Check, Credit Card, Debit Card, Bank Transfer, Venmo, Zelle or Other.
  4. Add a Reference (such as the cheque number) and Notes if you like.
  5. Leave Send Receipt on to email the customer a receipt.
  6. Click Record Payment.

Part payments and deposits

  • Enter less than the balance to record a part payment. The invoice moves to Partially Paid.
  • To record it as a deposit, tick Mark as Deposit, and Refundable Deposit if you'd give it back.
  • If the customer pays more than the balance, choose whether the extra is a Tip or an Overpayment.

Take Payment

Take Payment on the Payments page records a payment from anywhere. Its tabs are Record payment, Card terminal, Copy link (a link to pay online) and Show QR (a code the customer scans to pay).

Fix a payment

Payments you recorded show under Payment History on the invoice. Use Edit Payment to change one, or Delete Payment to remove it. Card payments made online can't be edited; refund them instead (see Refunds and receipts).

Invoices, payments and expensesInvoice statusesInvoices, payments and expensesRefunds and receiptsInvoices, payments and expensesThe Payments page
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