After sending an invoice, the next step is to record payments accurately to maintain proper financial records.
To begin, navigate to Income > Invoices to manage outstanding invoices. Locate the invoice you want to mark as paid, select the record, and click the Get Paid button.
Enter the payment details, including the amount received, payment date, and reference number. If the payment method is via bank transfer, ensure the reference number is correct for accurate matching.
Optionally, you can enable the "Send Receipt to Client" feature to automatically email receipts after payment is recorded. For cash payments, double-check that the received amount matches the outstanding balance to avoid discrepancies. You may also add optional details like transaction fees or a description if needed.
Once all details are entered, click Receive Payment to update the invoice status from "Pending" to "Received." To review payment history, select the three-dot menu again and choose Payment Records for a detailed transaction summary.
🟥 Warning: Only mark invoices as paid when the full payment is received to avoid discrepancies.
See How to Receive Payments for more details.
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