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Record a payment

On an approved invoice with money still owing, use Record payment to log money you’ve received. You’ll enter:

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Which invoices take a payment

Like Xero, a payment goes against an Authorised invoice: one that’s been approved, so your customer has been asked to pay it. Record payment shows on those, while money is still owing, on the Sales list and on the invoice page. If eggz turns a payment down, the dialog says why and what to do instead.

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Full and partial payments

  • Full payment — pay off the whole remaining balance and the invoice is marked paid.
  • Partial payment — pay part of the balance and the remainder stays Outstanding. The portion you recorded shows up in Collected for the month it arrived.
Overpayments aren’t supported yet — you can record up to the remaining balance, but not more than what’s owed.

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How a payment feeds your three views

A payment doesn’t just mark an invoice paid — it flows into your reporting views:
See every payment applied to an invoice — in order, with a running balance — in its settlement history on the invoice detail page.