Tracking payments (or part-payments) for invoices

Here’s how to track a payment you've received against an invoice:

  1. View your invoice
  2. Mark the invoice as sent (payments can only be added to sent invoices)
  3. Click ‘Add payment
  4. 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.

Still need help? Contact Us Contact Us