How to Record a Payment on an Invoice
Log payments received against an invoice to keep your balance accurate and your records up to date.
Written By Gemma DeMasi
Last updated About 1 month ago
Payments can be recorded directly on invoices whether the client paid through the platform or externally through methods like check, ACH, wire transfer, or cash.
Recording a Payment from the Quick View Panel
Open the invoice Quick View panel.
Select the Payments tab.
Click Record Payment.
Enter the payment details.
Click Save.
Recording a Payment from the Invoice
You can also record payments directly from inside the invoice editor using Actions > Record Payment.
Payment Fields
When recording a payment, you'll enter:
Payment Date — Date payment was received.
Amount — Amount received from the client.
Payment Method — Check, ACH, wire transfer, cash, credit card, or other method.
Reference / Notes — Optional internal reference details such as check numbers or transaction IDs.
Note: Partial payments are supported. Multiple payments can be recorded against the same invoice until the balance reaches zero.
Invoice Status Updates
As payments are recorded:
The invoice balance updates automatically.
Payment history appears in the Payments tab.
Payment activity is added to the invoice Activity log.
Once the invoice balance reaches zero, the invoice status automatically updates to Paid.
Client Credits
If the client has available credits from prior refunds, those credits can be manually applied during payment workflows.
Client credits:
Are attached to the client account
Can be used across projects
Remain visible to the client
Editing or Deleting Payments
Payments can be edited or deleted from the Payments tab using the action menu next to each payment entry.
Deleting a payment restores the invoice balance accordingly.
Important Limitations
Overpayments are not supported.
Payment schedules do not automatically reconcile against installments.
Client credits must be manually applied during payment workflows.
What Happens Next?
After payments are recorded:
The invoice balance updates automatically
Payment activity appears in the Activity Log
The invoice may automatically update to Paid
Teams can continue billing, refunding, or creating purchase orders as needed