Payments
The Payments page is being built. Today you record a payment from the invoice itself in Sales; this page will list every payment and how it was applied.
Payments is being built. The list below describes what it will do; anything that already works is said plainly above. Tools marked Live work today.
What payments will do
- Will list every payment received, with client, amount, currency and reference.
- Will apply one payment across several invoices, oldest first or as you choose.
- Will record bank fees and tax withheld by the client.
- Will keep overpayments as an advance for later invoices.
Free tools
Related free tools
Questions
Can I record payments today?
Yes, on the invoice in Sales. A full or part payment updates the invoice status and posts to your books.
Can an agent record a payment?
No. Recording payments stays with a person.
Keep everything you make
Sign in with your email and your drafts become documents in your own business, with clients, payments and books alongside.