Payments
8 docs
Payments Overview
Last Updated: 9 November 2026The Payments page: every payment received, totals by month and payment method, filters and export.
Record a Payment from the Payments Page
Last Updated: 9 November 2026Record a payment without opening the invoice first: find the invoice by number, customer or registration.
Edit Payment
Last Updated: 9 November 2026Correct a payment’s amount, date, payment mode, transaction ID or note.
Print Payment Receipt | Download Payment Receipt PDF
Last Updated: 9 November 2026Print a payment receipt or save it as a PDF.
Send Payment Receipt To Customer
Last Updated: 9 November 2026Email a payment receipt to the customer.
Delete Payment
Last Updated: 9 November 2026Remove a payment recorded by mistake. The invoice goes back to Unpaid or Partially Paid.
Add New Payment Mode | Create Payment Mode (cash, cheque, Card or custom)
Last Updated: 9 November 2026Add your own payment method, such as a finance agreement or voucher, and choose where it can be used.
Set default Payment Modes for Invoices/Expenses
Last Updated: 9 November 2026Choose which payment methods are ticked on new invoices and which can be used for expenses.