Customer payments

Track customer payments.

See each customer’s sales, payments, and balance in one place.

In everyday use

When a customer pays part of an invoice.

Keep the sale, payment, and outstanding amount connected.

  1. 01

    Choose the customer and issue their invoice.

  2. 02

    Enter the payment and apply it to that invoice, even when it covers only part of the amount.

  3. 03

    Review the remaining balance before confirming the payment.

Spanish Riel payment review: $121 Argentine pesos outstanding, $50 applied, and $71 remaining
Partial-payment review · Product screen in Spanish · Sample data · Open full-size screen ↗
See cash and bank accounts →

Payments and withholdings

Record bank transfers, cash, partial payments, and withholdings. Apply them to the invoices being paid.

Receipts and history

Download a receipt, email it, and review the payment history.

Correction history

If you recorded a payment by mistake, reverse it and leave the reason in its history.

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