How to Record a Payment

Use this feature to mark an invoice as partially or fully paid. Once recorded, the remaining balance updates automatically, no manual calculations needed.

Step-by-Step Instructions: 

• From the dashboard (on the left side bar), click on accounting.
• Under Accounting, choose Invoices and Receipts.

Here, you’ll see all invoices grouped by status (Upcoming, Due, Received, In Review).

• Find the invoice you want to update and click the three dots (⋮) next to it.
• From the dropdown options, select Record Payment.

• A window will open where you’ll enter the payment information 

• Click Submit to save