Payments & Tracking

Recording a payment

1. Open an invoice
2. Click Record Payment
3. Enter:
   • Amount — how much was paid
   • Payment date — when the payment was received
   • Payment method — bank transfer, cash, card, etc.
   • Notes — reference number or other details
4. Click Save

The invoice automatically updates to show the remaining balance. When fully paid, the status changes to Paid.

Partial payments

You can record multiple payments against a single invoice. The invoice tracks:

• Total amount
• Amount paid (sum of all payments)
• Balance remaining

Overdue invoices

Invoices past their due date with an outstanding balance are automatically marked as Overdue. You can see all overdue invoices by filtering the list by status.

The Invoice Aging report (Reports page) shows you a breakdown of overdue amounts by age:

Bucket	Meaning
Current	Not yet due
1-30 days	Slightly overdue
31-60 days	Moderately overdue
61-90 days	Significantly overdue
90+ days	Severely overdue