How to Record a Payment

When a client pays you, you need to record that payment to mark the invoice as “Paid.”

Method 1: From the Invoice

1. Go to Sales > Invoices and find the invoice that was paid.
2. Click on the invoice to open it.
3. Click the Record Payment or Add Payment button.
4. Enter the Amount Paid, the Payment Date, and the Payment Method (e.g., “Bank Transfer,” “Stripe,” “Cash”).
5. Click Save.

The invoice status will automatically update to Paid, and your income will be reflected in your reports.

Method 2: From the Bank Transaction (if applicable) If you have connected your bank account and see the payment come in:

1. Go to the Banking section.
2. Find the transaction.
3. Click on it and select Match to Invoice.
4. Select the open invoice, and the system will automatically match them and mark the invoice as paid.