How to record payments and see what you're owed

Recording payments is what keeps your numbers honest. It takes a few seconds when the money arrives.

Record a payment

1. Tap Payment on the dashboard, or open the order or invoice that was paid.
2. Choose the client and the order.
3. Enter the amount, then save.

Part payments

Clients often pay in pieces, such as a deposit and then the balance. Record each one as it arrives. The app keeps a running total and shows the amount still outstanding.

See what you're owed

The dashboard shows what you have earned this month and what is pending. Your invoices list shows which are sent, paid or overdue, so you know which one to chase first.

Mark an invoice as paid

When an invoice has been paid in full, mark it as paid from the invoice list.

Currencies

You can work in your own currency and create orders in other currencies. The app converts them for your totals and keeps the original amount on the invoice.