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Steps

1

Open Record payment

Three ways in, all opening the same Record payment form:
  • From a charge row, use its Mark paid action.
  • From a sent invoice, use Mark as paid.
  • From an account, open it in Finances → Accounts and use Record payment on the Balance card.
2

Enter the amount

The Amount pre-fills with what’s outstanding. You can change it: a smaller amount records a partial payment, and a larger amount is allowed too (see below).
3

Set the date

Set the Date the payment was made. It defaults to today.
4

Pick the payment method

Choose the Payment method: Cash, Check, Card, Bank transfer, Digital payment, or Other.
5

Add a reference number (optional)

Add a Reference number if it helps you reconcile later, for example a Venmo or Zelle confirmation.
6

Save

Click Record to log the payment. The balance and any related charge or invoice update right away.

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Overpayment and partial payments

You don’t have to match the exact amount due.
  • Overpayment: enter more than what’s outstanding and the form tells you the surplus will be held as credit. The extra sits as credit on the account and applies to its next bill. See Credits.
  • Partial payment: enter less than what’s outstanding and the rest stays owed. The charge or invoice shows as partially paid until the balance is settled.

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Online payments

With Stripe connected, a sent invoice can carry a pay link. When you send an invoice, turn on Accept online payments to include it. The account holder pays by card from that link. The payment records on its own, and the invoice and balance update automatically.
Taking card payments online needs Stripe connected, which is a Professional feature. Recording payments by hand works on every plan. See Connect Stripe.

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FAQ

Every payment shows on Finances → Transactions, and against the charge or invoice it settled.
Overpayment is allowed; the surplus is held as credit on the account. See Overpayment and partial payments.
Yes. Enter less than what’s outstanding and the rest stays owed. See Overpayment and partial payments.
Yes. When the account holder pays through the invoice’s pay link, the payment records automatically. This requires Stripe connected.