Record a payment
Cash, check, Zelle, Venmo — full or partial.
What it is
Record every payment you receive outside of the online button, so the balance and your reports are always right.
1 Record it
- Open the invoice and click Payments → Add payment.
- Enter the amount, method and date.
- The invoice becomes Partially paid or Paid.
Online card payments are recorded automatically.
Common questions
I recorded a payment by mistake.
Open the invoice, find the payment in Payments and delete it.
Related guides
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