Payments

Record a payment

Mark a customer payment correctly so invoices, reporting, and follow-up all stay accurate.

Owner/AdminQuotes, Invoices & PaymentsPayments3 minutesLast reviewed Mar 22, 2026Reviewed 1 days ago
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Before you start

  • The invoice already exists.

What you'll do

You will mark the invoice correctly so payment status and reporting stay clean.

Do this

  1. 1

    Open the invoice

    Find the invoice that was paid.

  2. 2

    Choose the payment action

    Select the option to record the payment or mark it paid.

  3. 3

    Confirm amount and date

    Use the actual amount received and the date it came in.

  4. 4

    Save and recheck status

    Confirm the invoice now shows the expected payment state.

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