Step by step
- Open the issued invoice.
- Under Payments, check Amount (the outstanding amount is filled in).
- Set Paid on.
- Choose Method: Bank transfer, Card, Cash, Cheque, Direct debit or Other.
- Optionally enter a Reference, for example the bank statement line.
- Click Record payment. You see "Payment recorded." and the status updates.
Rules
Only on issued invoices, not credit notes.
The amount must be more than 0 and no more than what is outstanding: "payment is more than the amount outstanding (…)".
The form disappears once the invoice is paid.
Stripe and GoCardless payments are recorded for you when they arrive.
Works together with
- Delete a paymentRemove a payment recorded by mistake. A reason is required and kept in the audit log.
- Card payment link on an invoiceWith Stripe connected, each issued invoice gets a card payment link for the amount owed. When the customer pays, the payment is recorded for you.
- Direct Debit status on an invoiceWith GoCardless connected and an active mandate for the customer, issued invoices are collected by Direct Debit and the payment is recorded for you.
- Invoice statuses explainedWhat Draft, Unpaid, Part paid, Overdue, Paid, Credited and Issued mean on an invoice or credit note.