Payments.
Record full and partial payments on invoices and credit notes. Track payment history, methods, and automatic status transitions.
Payments
For: business owners tracking incoming payments. Where: invoice or credit note detail page, click Record payment.
Recording a payment
Open a finalized invoice or credit note. Click Record payment to open the payment modal.
| Field | Required | Description |
|---|---|---|
| Amount | Yes | Payment amount. Pre-filled with the remaining balance due. Adjust for partial payments |
| Date | Yes | Date the payment was received. Defaults to today |
| Method | Yes | Payment method: Bank transfer, Cash, Card, or Other |
| Reference | No | Transaction reference or payment ID for your records |
| Notes | No | Internal note about this payment |
Click Record payment to save. The invoice status updates automatically.
Payment status transitions
| Transition | When |
|---|---|
| Sent → Partially paid | First payment recorded, but balance remains |
| Partially paid → Paid | Total payments equal or exceed the invoice total |
| Sent → Paid | A single payment covers the full amount |
Partial payments
Multiple payments can be recorded against the same invoice. The detail page shows:
- Total: the invoice grand total
- Paid: sum of all recorded payments
- Balance due: remaining amount (shown in red when overdue)
Each payment appears in the payment history section with date, amount, method, and reference.
Deleting a payment
Click the delete action next to a payment in the history. The system recalculates the balance and adjusts the invoice status accordingly. For example, deleting a payment from a Paid invoice may return it to Partially paid or Sent.
Payment deletions are logged in the audit trail.
Which documents accept payments
| Document type | Accepts payments |
|---|---|
| Invoice | Yes |
| Credit note | Yes |
| Quote | No — quotes are non-binding |
| Pro-forma | No — pro-formas are non-binding |
Permissions
All authenticated users with access to the invoice can record payments. Payment recording is not restricted by role beyond document access.
What is not included
InvoiceScript does not process payments. It records payment information you enter manually. There are no integrations with Stripe, Mollie, PayPal, or other payment providers in v1.0.
Payment links on invoices are manually entered URLs. You paste a link to your payment provider's page, and InvoiceScript includes it in the email and optionally on the PDF.
Related pages
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