Tracking payments for invoices
Tracking payments (or part-payments) for invoices
Here’s how to add a payment you've received:
- View your invoice
- Ensure your invoice has been sent, otherwise mark as sent payments can only be added to sent invoices)
- Click ‘Add payment’ (the green button on the right-hand side)
- Enter the payment amount you received. You can also enter a date the payment was received and any notes you require.
The payment you added will then be displayed under the payments section.
If the payment was only a part-payment, then the total outstanding balance will be adjusted - and displayed on your invoice - accordingly.
From your main job page you can see how much your customer has paid and the balance remaining by looking at the totals on the right hand side of the screen: