When a customer pays, record the payment against the invoice so the balance stays accurate. You can record a payment you received outside the system, or take a card payment on the spot.
Record a payment
- Open the invoice.
- Click Record Payment.
- Enter the Amount. It cannot be more than the balance due.
- Choose the payment Method: Credit Card, Bank Transfer, Check, Cash, or Other.
- Optionally enter a Reference (for example, a check number).
- Set the Payment Date.
- Save.
The amount paid is updated and the balance due is reduced. When the full total has been paid, the invoice is automatically marked Paid.
Warning: You cannot record a payment for an invoice that is already Paid, Voided, Refunded, or Cancelled.
Take a card payment on-site
If online card payments are enabled for your organization, you can enter a customer’s card details to pay an invoice on their behalf, for example while on-site. The payment is processed and recorded automatically, and the invoice status updates to Partial or Paid depending on the amount.
Share a payment link
For a sent or overdue invoice with a balance due, you can generate a payment link the customer can use to pay online. You can also deactivate the link later if needed.
Related: Void, cancel, or refund an invoice.