> ## Documentation Index
> Fetch the complete documentation index at: https://docs.myfundingmachine.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Recording Payments

> Record operator invoice payments by check, wire, Zelle, or other methods to keep your accounts receivable dashboard accurate and current.

# Recording Payments

When an operator pays an invoice (check, wire, Zelle, etc.), record it to keep the AR dashboard accurate.

## Record a Payment

<Steps>
  <Step title="Go to Invoices">
    Navigate to the Invoices page
  </Step>

  <Step title="Find the Invoice">
    The invoice must have status: Sent, Viewed, Partial, or Overdue
  </Step>

  <Step title="Click Record Payment">
    Click the "Record Payment" button on that row
  </Step>

  <Step title="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.
  </Step>

  <Step title="Submit">
    Review the remaining balance preview, then click "Record Payment"
  </Step>
</Steps>

## 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**

## Overpayment

If you enter more than the remaining balance, you'll see a warning. You can still proceed (operators sometimes overpay and get credited later).

## Invoice Status Flow

```
Draft → Sent → Viewed → Partial → Paid
                  ↓         ↓
               Overdue → Written Off
```

| Status          | Meaning                   |
| --------------- | ------------------------- |
| **Draft**       | Created, not sent yet     |
| **Sent**        | Email sent to operator    |
| **Viewed**      | Operator opened the email |
| **Partial**     | Some payment received     |
| **Paid**        | Fully paid                |
| **Overdue**     | Past 30-day due date      |
| **Written Off** | Uncollectable, closed     |