Payments and statuses

Record a payment

In an invoice, add each payment with its date, amount, method and an optional note. Methods are cash, cheque, bank transfer, wallet, credit card, PayPal and other. An invoice can take several payments; the balance due updates as you add them.

Statuses

The status follows from the payments:

• Unpaid: nothing received yet. Past its due date the list shows how many days it is late.
• Partly paid: part received, with the amount remaining.
• Paid: received in full, with the date it was paid.
• Closed: settled without being paid in full, for example a write-off or a commercial gesture. What it leaves unpaid no longer counts as owed.

Mark as paid sets an invoice paid in one step, with its payment date. Mark as Closed closes it.

An invoice that received more than its total shows Overpaid with the extra amount, so a payment typed twice is easy to spot.

A paid invoice can carry a Paid stamp on its PDF, and you can print a receipt for it.

Who owes you

• The dashboard shows what is outstanding and overdue for the period.
• Aged receivables splits what each client owes into not yet due, 1–30, 31–60, 61–90 and over 90 days.
• Outstanding invoices lists every invoice still to be paid.
• Payments received lists payments by date and method, with a total for each method.