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How to manually add a payment
How to manually add a payment

Learn how to add and delete payments

James avatar
Written by James
Updated over 2 months ago

You sent an invoice and your client paid you. Nice work! For payments processed through the platform, Invoicer automatically applies the payments.

For payments not processed through the platform, you can manually add the payment from the invoice editor or the invoices screen. See below for instructions on each method:

To add a payment from the invoice editor:

  1. Click into the invoice you want to add the payment to.

  2. Click the Add payment link below the total:

    How to add a payment from the invoice editor

  3. The payment is added with today's date and the invoice amount automatically filled in:

    The payment amount and date is automatically added. Edit if needed.

  4. Edit the amount if needed.

  5. Edit the date if needed.

  6. Click Send receipt to send a receipt of the payment to your client.

  7. You will notice the Amount Due reflect the added payment.

To add a payment from the invoices screen:

  1. Click the Payment button on the invoice you want to add a payment to:

    How to add a payment on the invoices screen

  2. The Record Payment dialogue appears with the invoice amount and today's date automatically filled in:

    Record a payment

  3. Edit the amount if needed.

  4. Edit the date if needed.

  5. Check Send Receipt if you want to send a receipt to your client. Note, if the client does not have an email saved in their profile you will need to add one.

  6. Click Add Payment.

  7. You will notice, under the Amount column, the numbers change to reflect the payment.


โ€‹How to delete a payment
To delete a payment:

  1. Open the invoice in the invoice editor by clicking on it from the invoices screen.

  2. Click the trash can icon beside the payment.

  3. The payment will be removed and the Amount Due will update to reflect the deleted payment.

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