Record a payment
Mark an invoice paid, in full or in part, and send the customer a receipt.
Record it
- Open the invoice. Or tap New, then Record payment, and pick the unpaid invoice.
- Tap Record payment.
- Enter the amount, the date the money arrived, and how it was paid: Interac e-Transfer, cash, cheque, credit card, wire or EFT, or other.
- Add a reference if you have one, like the e-Transfer message.
- Leave Email receipt to customer after saving on if you want them to get a receipt.
The balance updates right away. When it reaches zero, the invoice is marked paid.
Part payments
Record each payment as it arrives. Don't change the invoice total. The running balance tells you what is still owed.
From your bank
If you import your bank's CSV, CollabNorth suggests which invoice a deposit belongs to, and you record it with one tap. See Import a bank CSV.
Recorded by mistake?
Open the invoice and reverse the payment. The original stays in the history with the reversal, so your records stay complete.