Record a payment

Available on Starter plans and up. On the Free plan, invoices are collected through Stripe checkout, which records the payment for you.

When money arrives, record it on the invoice: open the invoice and click Add payment (or choose Paid/Partial from the status menu — both open the same dialog).

The payment dialog

• Amount — pre-filled with the remaining balance; change it for a partial payment
• Payment date — defaults to today
• Payment method — Cash, Check (with a required check number), or Credit Card (see Charge a card)
• Notes — optional

Partial payments

Enter any amount below the balance and the invoice becomes Partial — with the payments table showing exactly what's been received and the balance remaining below it. Deposits, installments, progress billing: record each payment as it lands and the invoice flips to Paid the moment the balance reaches zero. See Invoice statuses explained.

Voiding a payment

Recorded a payment by mistake? In the payments table, cash and check payments have a void button (with a confirmation). The invoice status recalculates instantly, and the void is written to the activity log.

Card payments work differently: refund them from your Stripe dashboard, where the charge actually lives.

Everything is logged

Every payment and void is recorded permanently in the invoice's activity log — method, reference, amount, timestamp — so your history always adds up.