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Record a payment

On any invoice, use Record payment to log money you’ve received. You’ll enter:

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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.