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How do I record a payment?

Last updated: Fri, 30 Oct 2026

You record a payment from the invoice's Payments. Take the full amount or part of it, and say how it was paid.

  1. Open Invoices and find the issued invoice.
  2. Open its Payments and press Take payment.
  3. Choose Full payment or Partial payment and check the Amount.
  4. Pick how it was Paid by, and add a Reference if you have one.
  5. Press Take payment to save it.

What you get

  • Each payment has its own Payment receipt.
  • The invoice shows the Balance due until it is paid in full.
  • For cash, enter the Cash received and the change is worked out.
Good to know Only an issued invoice takes payments. A draft has to be issued first.

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