Record a payment
On any invoice, use Record payment to log money you’ve received. You’ll enter:
| Field | What it is |
|---|
| Amount | How much was paid, up to the remaining balance |
| Date | When the payment arrived |
| Method | How it was paid (for your records) |
| Reference | An optional note, such as a transaction ID |
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.
How a payment feeds your three views
A payment doesn’t just mark an invoice paid — it flows into your reporting views:
| View | What a payment does |
|---|
| Billed (Accrual) | No change — the invoice was already counted in the month it was issued |
| Collected (Cash) | The amount you recorded appears in the month the payment arrived |
| Outstanding | The remaining balance drops; if the invoice is now fully paid, it leaves Outstanding entirely |
