Take a payment
By card on their own page, or recording one that arrived another way.
Written 30 September 2026
What is said in this recording
Card payments happen on the customer's own invoice page and land in the app by themselves. Anything else — a transfer, cash, a cheque — you record here, so what you are owed is always right.
Step by step
- 1
Open the invoice.
- 2
Press to record a payment.
- 3
Enter the amount and how it arrived.
Part payments are fine. The invoice shows what is left and stays open until it is settled.
- 4
Set the date it actually arrived.
Not today's date, if it landed last week. The cash-timing figures on the reports page read this, and a wrong date quietly flatters how fast you get paid.
- 5
Save, and the balance updates everywhere.
Worth knowing
Card payments record themselves
When a customer pays by card you do not need to do anything — the payment is recorded, the invoice is settled and you are notified.