How do I record an offline payment on an invoice?
ForLandlordsProperty managers
Who can do this
Landlord; Organization users with Approve & Post Transactions.
Where to find it
Accounting → Invoices → a sent invoice → ⋮ → Record Payment.
Steps
- Enter Amount, Payment date and an optional memo.
- Click Save payment.
What happens next
The badge becomes Partially Paid or Paid, the customer is emailed a receipt, and the payment counts in Income on its payment date.
Troubleshooting
"Amount cannot exceed the balance due"; a duplicate warning "This payment looks like one you already recorded".
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