Recording Payments
When an operator pays an invoice (check, wire, Zelle, etc.), record it to keep the AR dashboard accurate.Record a Payment
1
Go to Invoices
Navigate to the Invoices page
2
Find the Invoice
The invoice must have status: Sent, Viewed, Partial, or Overdue
3
Click Record Payment
Click the “Record Payment” button on that row
4
Fill in Details
- Amount: Pre-filled with remaining balance. Adjust for partial payments.
- Payment Date: Defaults to today. Change if needed.
- Payment Method: Check, Wire, Zelle, ACH, Credit Card, or Other
- Notes: Optional. Add check numbers, reference IDs, etc.
5
Submit
Review the remaining balance preview, then click “Record Payment”
Partial Payments
If the operator pays less than the full amount:- Invoice status changes to Partial
- The balance updates automatically
- You can record additional payments later
- When the total reaches the invoice amount, status changes to Paid