Get paid

Customers pay you two ways: online, straight from the invoice, or by cash, check, and bank transfer that you record by hand. This page covers both, plus how to track what's outstanding and chase what's late.

Take online payments

Connect a payment provider so customers pay straight from the invoice. Open the Invoicing settings, pick a provider, and enter your account keys. Once it is live, every online invoice shows a Pay button. The customer pays by card, and the payment lands against the invoice on its own.

Register manual payments

For cash, check, or bank transfer, record the payment by hand.

1. Open the posted invoice.
2. Click Register Payment.
3. Choose the payment method and the journal that received the money.
4. Confirm the amount and the date.

The invoice marks as Paid or Partially Paid.

Match payments to invoices

Each registered payment links to its invoice, so the invoice shows its payment status the moment you confirm. Matching the lines on your bank statement against those payments happens in the reconciliation screen, which comes with the accounting package — see Bank & reconciliation.

Track status and chase overdue invoices

The Customer Invoices list shows the payment status of each invoice. To chase what's late:

1. Open the Customer Invoices list.
2. Filter by Overdue.
3. Open each late invoice and click Send again, adding a short note asking for payment.

Structured, escalating reminders (credit control) are part of the accounting package — ask us to enable it for your workspace.

Related

• Invoicing overview
• Create & send invoices
• Bill on a schedule with recurring invoices & contracts.
• Clients with portal access see their invoices under Invoices in your client portal, and pay online when a provider is connected.