How to Record a Payment on an Invoice

Overview

Record payments the client made outside Workroom (check, bank transfer, cash) or apply an existing credit or retainer.

Steps

1. Go to Finances → Invoices. Hover the invoice row and click + → Record a payment — or open the quick view panel, go to Payments and click Record payment.

2. Check the header: Invoice Total, Balance Due and After This Payment.

3. Choose the Payment method: Credit Card, Debit Card, Bank Transfer, Cash, Other, Apply Credit or Apply Retainer.

4. Enter the Amount and Date.

5. Optionally add a Transaction ID (check or wire number) and Remarks.

6. Under Apply to, choose the invoice or a scheduled installment.

7. Click Record payment.

Edit or delete a payment

In the Payments tab, each entry under Recorded Payments has edit (pencil) and delete (bin) icons. Deleting a payment restores the balance.

What happens next?

• The balance updates; at zero the invoice becomes Paid.

• The payment appears in the Activity tab.

Important limitations

• You can't record more than the balance due.

• Apply Retainer needs a funded retainer on the same project.

Related articles

• Applying a retainer to an invoice

• How to Issue a Refund on an Invoice