Payments

Record the money you receive against an invoice. An invoice can have multiple payments — useful for deposits and partial payments.

Recording a payment

From an invoice, open the payment dialog and enter:

Field	Notes
Payment date	When you received it.
Amount	How much.
Payment type	Check, Cash, ACH, etc.
Reference	Check number, transaction id, confirmation number, etc.
Remarks	Any free-form note.

Save to add it to the invoice's payment history.

Automatic status

When the total of recorded payments meets or exceeds the invoice amount, the invoice reconciles to paid. If payments later fall short of the total (for example a payment is removed), it returns to unpaid. You'll be asked to confirm the status change.

Payment history

The invoice detail view shows each payment and the balance due, so you always know what's outstanding.