How-To GuideBeginner4 min read

Step-by-Step: Recording Payments on Invoices

Record customer payments on invoices in Local Business Pro to track paid amounts, payment methods, and update invoice status.

Quick Answer: Open the invoice, click Record Payment, enter the amount and payment method, add optional notes, and save. The invoice status automatically updates to Paid or Partially Paid.

What You'll Learn

Recording payments accurately keeps your books in order and helps you track which customers have paid. This guide covers recording full payments, partial payments, and different payment methods.

Recording a Payment

Navigate to Operations > Invoices
Find the invoice using search or filter by "Sent" status
Click View to open the invoice
Click the Record Payment button
Enter the payment amount received
Select the payment method (Cash, Check, Credit Card, ACH, etc.)
Enter a reference number if applicable (check number, transaction ID)
Add any notes about the payment
Click Save to record the payment

Payment Status Updates

Paid - Full invoice amount has been received
Partially Paid - Some payment received, balance remaining
Multiple payments can be recorded against a single invoice

Frequently Asked Questions

Q: Can I record a partial payment?
A: Yes, enter the amount received. The invoice will show as Partially Paid with the remaining balance displayed.

Q: What if I record the wrong payment amount?
A: You can delete the payment record and re-enter it with the correct amount from the invoice detail view.