Record a Payment

For: business owners tracking incoming payments. What you need: a finalized invoice (status: sent, overdue, or partially paid).

1. Open the invoice

Go to Sales > Invoices and open the invoice you received payment for.

2. Click Record payment

Click Record payment to open the payment modal. The remaining balance is prefilled.

3. Fill in the payment details

• Amount: the amount received. For full payment, keep the prefilled balance. For partial payment, enter the amount received.
• Date: when the payment was received. Defaults to today.
• Method: bank transfer, cash, card, or other.
• Reference: optional. A bank transfer reference or transaction ID.
• Notes: optional. Any context about this payment.

4. Save

Click Save. The invoice status updates:

• If the total paid covers the full amount, the status changes to paid.
• If the total paid is less than the full amount, the status changes to partially paid.

Recording multiple partial payments

You can record as many partial payments as needed. Each payment appears in the payment history on the invoice detail page. When the cumulative total reaches the invoice amount, the status flips to paid.

Deleting a payment

Open the invoice detail page, find the payment in the payment history, and click the delete button. InvoiceScript recalculates the balance and adjusts the status (paid, partially paid, or sent) based on the remaining recorded payments.

What can go wrong

• Recording on a draft. Payments can only be recorded on finalized documents.
• Recording on a quote or pro-forma. Payment recording is scoped to invoices and credit notes. Quotes and pro-formas are non-binding.

Related pages

• Documents
• How Payments Work