Recording a Payment

When a client pays an invoice:

  1. Open the invoice.

  2. Click Record Payment.

  3. Enter:

    • Payment date

    • Amount received

    • Payment method (BACS, cheque, card, etc.)

    • Payment reference

  4. Click Save.

The invoice status updates automatically:

  • Full payment → Paid

  • Partial payment → Part Paid



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