Record a Payment
How to record payments received from customers
Record a Payment
Record payments received from customers and match them to invoices.
When to Use This
Use this workflow when:
- A customer makes a payment
- You receive payment confirmation
- You need to update invoice status
Before You Start
Make sure you have:
- The invoice number or customer name
- Payment amount
- Payment method (cash, check, bank transfer, etc.)
Steps
Find the Invoice
Navigate to Invoices and search for the customer or invoice number.
Open Invoice Actions
Click the invoice to open the detail panel, then select Actions → Record Payment.
Enter Payment Details
Fill in:
- Amount: Payment amount received
- Payment Method: How the payment was made
- Date: When payment was received
- Reference: Check number, transaction ID, etc.
If the payment is less than the invoice amount, the remaining balance will be tracked automatically.
Confirm and Save
Review the payment details and click Record Payment. The invoice status updates automatically.
If the invoice is fully paid, it will be marked as "Paid" and synced to QuickBooks.
Using the AI Assistant
You can also record payments using natural language:
"Registrar pago de $1,500 para la factura 0032"
or
"María García paid invoice 0045 by bank transfer"
The assistant will guide you through the same process.
What Happens Next
- Payment is recorded
- Invoice status updates
- Customer balance updates
- QuickBooks syncs automatically
- Payment history is tracked
Related
- Create and Send an Invoice - Create invoices
- Payments Feature - Learn about payment capabilities
- AI Assistant - Use natural language commands