When a customer pays, record it against their invoice. The invoice status updates automatically — Partially Paid for a partial amount, Fully Paid once the balance hits zero.
Steps
-
Open the invoice the customer is paying. Tap it from the Invoices list or from the Dashboard.
-
Tap the Payments tab — you'll see the Total Due, Total Paid, and Balance for this invoice.
-
Tap Add Payment — the Accept Payment screen opens with the customer already filled in.
-
Confirm or change the Date — defaults to today.
-
Tap Payment Method and select how the customer paid (Cash, Check, Credit Card, Bank Transfer, or any method you've configured).
-
Find this invoice in the open invoices list — the full balance is pre-filled next to it. Edit the amount if the customer is making a partial payment.
-
Tap Save (the checkmark icon) — the confirmation "Payment was applied." appears and the invoice status updates immediately.
Good to Know
- One payment across multiple invoices. The open invoices list shows all unpaid invoices for this customer — you can apply a single payment across multiple invoices at once by checking each one and entering the amount for each.
- Edit or delete a payment. Long-press any payment in the Payments tab to edit it, print a receipt, or delete it.
- Partial payments. Enter less than the full balance to make a partial payment. The invoice moves to Partially Paid and the remaining balance stays on the Payments tab.
- Starting from the Dashboard. Tap the + (New) button > Accept payment, then select the customer — this is handy when you're collecting payment at the point of sale.
Still stuck? Contact Support for help.