INVOICES
Record a payment on an invoice
When a customer pays, record it on the invoice. The balance, your books and the customer’s statement update on their own, and a receipt is ready to send.
Steps
Open the invoice from Invoices.
Choose Record a payment.
Under What happened, choose Customer paid me.
Enter the Amount (USD), the Date and the Method (Bank transfer, Card, Cash, Check or Other). Add a Reference such as a check number if you like.
Choose Record payment.
Partial payments and deposits
Record each payment as it arrives. The invoice shows Partially paid and the amount still due until the balance reaches zero, then Paid.
Send a receipt
Each payment appears under Payment history with its own Download PDF, Print and Send buttons for a branded receipt.