Record a payment

Card payments through the pay link record themselves. Everything else — bank transfer, cash, cheque — you record in a couple of taps, so the invoice and the job show the truth.

Record a part or full payment

1. Open the invoice (it needs to be sent — you can't record payment on a draft).
2. Tap Record payment.
3. Enter the Amount — the field shows how much is remaining — and the Paid on date (defaults to today).
4. Tap Record payment.

Paid less than the balance? The invoice shows Partially paid, with the amount paid and amount due in the totals. Record the rest whenever it lands.

Mark it fully paid in two taps

If the whole balance arrived, tap Mark fully paid instead and confirm — it records the exact remaining amount for you.

What changes

• The invoice moves to Paid (or Partially paid), and the payment appears in the job's activity.
• When every invoice on the job is paid, the job itself moves to Paid.
• If Xero is connected, payments recorded in Xero flow back here on their own — you don't need to record them twice. Same the other way: a payment recorded here won't be double-counted.

Worth knowing

• You can't record more than the invoice total — the amount field caps at what's remaining.
• Paid is final. A paid invoice can't be voided or take further payments; if something was wrong, the correction is a credit note in your accounts.