Payments

Apply full or partial payments to open invoices. Balances and paid status update automatically.

Current beta documentation · Updated September 2026

Record a payment

1. Select an open invoice.
2. Enter an amount up to the current balance.
3. Choose the payment date.
4. Select Cash, Check, Credit Card, PayPal, Venmo, Zelle, Bank Transfer, or Other.
5. Optionally add a reference and notes.
6. Choose Record Payment.

Partial payments

The remaining balance stays open until fully paid. At zero balance, the invoice becomes Paid.

Open balances

Sort open invoices by highest balance, customer, or invoice number.

Payment history

History shows date, invoice, customer, amount, method, and reference and can be sorted by date, customer, or amount.