How do I record a check, cash or other offline payment?

Open the invoice, click “Record payment”, enter the amount received and an optional note. When the payments cover the total, the invoice is marked paid.

Steps

1. Open the invoice.
2. Click “Record payment”.
3. Enter the “Payment amount received”.
4. Optionally add a note, for example “check #1234”.
5. The payment appears under “Payments”, and the Paid and Balance totals update.
6. To email the client a receipt, click “Send receipt” next to the payment.

Good to know

• You can record several partial payments. The invoice switches to paid automatically once the balance reaches zero, and whoever created it is notified.
• Card payments made online are recorded automatically, with the card type and last 4 digits, and a receipt is emailed right away.
• “Resend receipt” appears once a receipt has been sent.
• The amount must be greater than 0.