Payments
Record, apply, refund, and reverse money received.
Overview
Payments reduce invoice balances and update paid-to-date totals. Enter payments manually, or let online gateway payments create them automatically.
Enter a payment
Choose the client, amount, date, and which invoices to apply it to. Overpayments can create client credits for later use.
Refunds and reversals
Reverse a mistaken entry to restore invoice balances. Refund a payment when money needs to go back to the client — optionally through the payment gateway when supported.
Payment gateways
Connect gateways under Settings → Payment Settings. Clients can then pay from invoice emails and the client portal with cards, bank transfers, and other methods your gateway supports.