Recording Payments

Record and track payments received from customers.

Track payments received on invoices, whether customers pay online or you record the payment yourself. This section covers manual payment entry, card payments taken on an invoice, and the customer payment experience from request to confirmation.

In This Section

• Add Payments to Invoices — Record offline payments or take a credit card payment directly from the invoice
• Manually Add a Payment — Record cash, check, or transfer payments and keep the invoice balance accurate
• How Customers Pay — See what customers receive, where they pay, and how the invoice updates after payment