Tracking payments (or part-payments) for invoices
Here’s how to track a payment you've received against an invoice:
- View your invoice
- Mark the invoice as sent (payments can only be added to sent invoices)
- Click ‘Add payment’
- 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.