Recording payments

Payments can only be recorded on invoices that have been sent. Mattersimple marks an invoice Paid when its balance reaches zero, and back to Sent to client if a payment is later refunded or voided.

Record a payment#

1. Open the invoice and click Record payment.
2. Enter the amount (up to the balance due), the date it was Paid on, the Payment method (credit card, bank transfer, cash, check or other), and an optional Reference and Note.
3. Leave Email a receipt to the client ticked to send them a receipt, or untick it.
4. Click Record payment.

A payment can't be more than the balance due. Online payments are recorded automatically and always send a receipt.

The invoice's Payments section lists every payment, and its History shows every status change.