Payments
Every payment you've received, and how much has come in this month.
The Payments page lists every payment recorded against an invoice, newest first, with the client, invoice, amount and method.
At the top you'll see:
- Collected this month: payments received since the 1st, in your company's time zone
- Collected all time
Record a payment
Payments are recorded on the invoice they pay. Open the invoice and select Record payment. See Invoices → Get paid.
Recording a payment also:
- updates the invoice's balance, and marks it Paid when nothing is left
- updates the project's Paid and Balance figures
- turns a lead client into an active client
Online card payments
Today you record payments you've received by card, cash, check or bank transfer. Letting clients pay online by card is planned.