Payments
Recording full and partial payments, attaching proof, and printing a receipt.
Invoice → Payments.
Recording a payment
Section titled “Recording a payment”| Field | |
|---|---|
| Amount ($) | Part payments are normal — record what actually arrived, not what was owed. |
| Payment Method | How it came in. |
| Date | When it was received. |
| Reference | The bank reference, cheque number, or whatever identifies it. |
| Details | Anything else worth keeping. |
| Payment Proof | An image — a remittance advice or a screenshot of the transfer. |
The invoice status follows the total automatically: some of it recorded makes the invoice partially paid, all of it makes it paid.
The payment history
Section titled “The payment history”Every payment on the invoice is listed with its date, method, reference, details, amount and a Receipt link that prints a PDF receipt for that single payment.
A payment recorded in error can be deleted, and the invoice’s status and outstanding amount are recalculated when it is.
Outstanding
Section titled “Outstanding”On the invoice list, Outstanding is the grand total less payments received less credits. It is the number to sort on when chasing money, and it is the number a part payment moves.