Payment History
Every invoice has a full payment timeline showing all recorded payments.View Payment History
- On the Invoices page, click the dropdown menu (three dots) on any invoice
- Select “View Payments”
- The payment history panel shows:
- Each payment: date, amount, method, who recorded it
- Running balance after each payment
- Total paid vs total due at the top
Timeline View
Payments are displayed chronologically with a visual timeline:- Date when the payment was received
- Amount paid
- Method (Check, Wire, Zelle, ACH, Credit Card, Other)
- Recorded by (who entered the payment)
- Running balance after this payment
The running balance updates in real time. If the balance reaches $0, the invoice automatically moves to “Paid” status.