Help Center | Invoice Payment Reconciliation | Help Center

When payments are received, the system automatically reconciles them with invoices and updates statuses.

Automatic Status Updates

When payments are received, the system automatically:

Matches payment to the correct invoice

Updates invoice status (Paid, Partial)

Records payment timestamp

Logs payment method and reference

Payment Statuses

| Status | Description |

|--------|-------------|

| Unpaid | No payment received |

| Partial | Payment received but less than total |

| Paid | Full payment received |

| Overdue | Past due date, unpaid |

Handling Partial Payments

If a customer makes a partial payment:

Invoice status changes to "Partial"

Remaining balance is tracked

Customer can make additional payments

Status updates to "Paid" when balance is zero

Manual Payment Recording

For payments received outside the system (cash, check):

Open the invoice

Click Record Payment

Enter payment amount and method

Add reference number if applicable

Save to update invoice status

When payments are received, the system automatically reconciles them with invoices and updates statuses.

Automatic Status Updates

When payments are received, the system automatically:

Matches payment to the correct invoice

Updates invoice status (Paid, Partial)

Records payment timestamp

Logs payment method and reference

Payment Statuses

| Status | Description |

|--------|-------------|

| Unpaid | No payment received |

| Partial | Payment received but less than total |

| Paid | Full payment received |

| Overdue | Past due date, unpaid |

Handling Partial Payments

If a customer makes a partial payment:

Invoice status changes to "Partial"

Remaining balance is tracked

Customer can make additional payments

Status updates to "Paid" when balance is zero

Manual Payment Recording

For payments received outside the system (cash, check):

Open the invoice

Click Record Payment

Enter payment amount and method

Add reference number if applicable

Save to update invoice status

For Your Customers

For Your Technicians

For Your Business

Invoice Payment Reconciliation

For Your Customers

For Your Technicians

For Your Business

Invoice Payment Reconciliation

Automatic Status Updates

Payment Statuses

Handling Partial Payments

Manual Payment Recording

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Automatic Status Updates

Payment Statuses

Handling Partial Payments

Manual Payment Recording

Was this article helpful?

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