Who this is for: Authorised finance users
Use Payments to record money received and its connection to an invoice or project. Check the transaction before recording it.
Steps
Open the invoice's payment action or go to Payments and choose Add Payment.
Select the relevant invoice, project or other relationship offered by the form.
Enter the actual amount, payment date, payment method and reference or transaction identifier where requested.
Save the payment and review its status and linked document.
Check the invoice's remaining balance and payment history. Use filters to review a specific project, period or status.
If you get stuck
Avoid recording a payment twice if an online gateway has already added it. If a gateway payment is still pending, check its result through the normal finance workflow before adding another entry. A manually entered payment record does not itself move money or issue a refund.