Payments Table Overview

Find the right workflow to request, record, take, refund, and review invoice payments.

The Payments Table helps you request, record, refund, and review payments on an invoice.

Choose a payment task

Use the Payments Table to track every payment activity on an invoice.

Record a Manual Payment — Record cash, check, or electronic transfer payments.
Create a Payment Request — Request a deposit, progress payment, or balance from your customer.
Take a Credit Card Payment — Take a card payment directly on the invoice.
Take an ACH/EFT Payment — Take a bank payment directly on the invoice.
Resolving Payment Requests — Review online payments or record an offline payment against a request.
Refund a Payment — Process full or partial refunds, or cancel a processing ACH/EFT payment.
Payment Receipts — Download an invoice payment receipt.

Requested — A payment request was sent and is waiting on payment.

Successful — The payment was received and settled.

Processing — The processor is still confirming the payment. ACH or EFT payments can take up to 5 business days.

Failed — The processor declined the payment, or a processing ACH/EFT payment was cancelled. Manual payments do not fail.

Refunded — A paid payment was refunded.

Create and Send an Invoice

Create invoices from estimates manually or automatically, then send them to customers for payment.

Record a Manual Payment

How to record manual payments like cash, check, or electronic transfers on invoices

Last updated 8 days ago

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