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Payment Tracking

Monitor payments and manage outstanding invoices.

Recording Payments​

When payment is received:

  1. Open the invoice
  2. Click Record Payment
  3. Enter amount and date
  4. Select payment method
  5. Save

Invoice status updates to Paid.

Partial Payments​

For partial payments:

  1. Record payment with partial amount
  2. Balance remaining shows on invoice
  3. Record additional payments as received

Payment Overview​

View all payments:

  1. Go to Billing → Payments
  2. See payment history
  3. Filter by date, client, status

Outstanding Invoices​

Track unpaid invoices:

  1. Go to Billing → Outstanding
  2. See overdue invoices
  3. Send reminders

Payment Reminders​

  1. Select overdue invoice
  2. Click Send Reminder
  3. Client receives reminder email

Reporting​

Generate payment reports:

  • Payments received
  • Outstanding by client
  • Aging report
  • Cash flow summary