1. Navigate to Invoices and open the invoice.
2. Click Record Payment.
3. Enter the payment amount, date, and method (Bank Transfer, BPAY, Cheque, Cash, Other).
4. Add a reference number (bank transaction ID or cheque number).
5. Click Confirm Payment.

The invoice status updates to Partially Paid or Paid automatically. If Xero or MYOB is connected, the payment is synced to your accounting system.

Last updated: 2026-03-13