Recording a payment against an invoice marks it as paid and keeps your billing and reporting accurate. You can record a manual payment (such as cash or bank transfer), apply account credit, or take a card payment through Stripe.
This guide covers how an invoice moves from draft to paid, and how to record a manual payment. For card and account-credit payments, see the linked guides.
Before you begin
When you create an invoice, it starts as a draft. After you email it or mark it as Sent, its status becomes Awaiting payment. Recording a payment then moves it to Paid (or Partially paid if you record part of the amount).
Record a manual payment
The steps below outline how to record a payment you've received outside splose (for example, cash or bank transfer).
Open the invoice.
Select the Pay drop-down.
Select Add payment (manually).
Select the payment method.
Enter the amount.
Click Add.
If you record the full amount, the invoice is marked as Paid. If you record part of it, the invoice is marked as Partially paid, and the balance stays owing.
Other ways to pay an invoice
Account credit: Apply a client's existing credit to the invoice. See Create and refund account credit for clients.
Card payment (Stripe): Let clients pay online via the invoice's payment link, or with a saved card. See Set up Stripe.
In person (Stripe Terminal): Tap or insert a card on a reader. See Setting up in-person credit card payments with the Stripe Terminal.
Pay an invoice via direct debit (AU)
Practices in Australia can save a customer's bank or card details for future invoice payments. To learn more, see Set up a direct debit (AU).
Frequently Asked Questions
Can I record a partial payment?
Can I record a partial payment?
Yes. Enter the amount received; the invoice is marked Partially paid with the balance still owing. Record further payments until it's fully paid.
How do I take a card payment instead of recording one manually?
How do I take a card payment instead of recording one manually?
Use the Stripe options in the Pay menu: see [Set up Stripe] and [Stripe Terminal].