How to record a payment

What it's for

Recording a payment marks an invoice as paid (fully or partly) and keeps your collection figures accurate. Use it whenever a family pays you — in cash at reception, by card, bank transfer or check.

Where to find it

Open an invoice from Finance → Invoices, then click Record payment. You can also start from the Payments tab with the Record Payment button.

Step-by-step

1. Go to Finance → Invoices and click the invoice that was paid.
2. Click Record payment in the action bar at the top of the invoice.
3. In the Record Payment panel:
   • Check the Amount — it defaults to the full balance due. Change it for a

part-payment.

• Choose the Method — Cash, Card, Bank Transfer, Check or Other.
• Set the Date and add a Reference or Notes if useful.

1. Click Record payment.

Tips & limits

• A full payment moves the invoice to Paid; a part-payment moves it to Partial

and leaves a balance due.

• Every payment appears on the Payments tab, where you can search and filter by

method, status and date.

Related articles

• How to create and send an invoice
• How to issue a credit or refund
• Understanding the Finance dashboard